SF
Samuel D. Fries
SSB MANAGED WEALTH
Canfield, OH 44406
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CRD#: 7198936
SF
Professional summary
Samuel David Fries, CFP® is a registered financial advisor currently at SSB MANAGED WEALTH, LLC located in Canfield, Ohio.
Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Samuel has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
SSB CPAS, NOT INVESTMENT RELATED, CANFIELD, OHIO, CPA FIRM, TAX MANAGER, EMPLOYEE, SINCE 10/2016, 160 HOURS PER MONTH DURING TRADING HOURS, TAX PLANNING AND BUSINESS CONSULTING.
CRS (Client Relationship Summary) - RIA
Click below to view Samuel David Fries's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2011
Experience
Current
December 17, 2019 - Present
SSB MANAGED WEALTH, LLC
Office #1: 196 North Broad Street, Canfield, OH 44406RIA
CRD#: 305976
Canfield, OH
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Ohio(12/17/2019)
Exams
Current Firm
SM
SSB MANAGED WEALTH, LLC
SSB MANAGED WEALTH, LLC
CRD#: 305976 / SEC#:
Ohio
Registered Investment Advisory firm - (12/17/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
196 North Broad Street, Canfield, OH 44406
Mailing Address
Phone number
(330) 533-1131
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 41 |
| AUM (Assets Under Management) | $ 37,849,032 |
Red Flags
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