How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Samuel

ADVISOR PERSONAL BIO

Sam is an Associate based in the San Francisco office where he provides administrative support to the Client Services Team, Portfolio Managers, and Principals. Sam thrives on forming meaningful connections not only with internal team members but also the clients he interfaces with every day. Before joining Cerity Partners, Sam worked as a Client Assistant at B|O|S helping internal stakeholders build strong client relationships. Prior to B|O|S, he worked as a Business Development Representative for ALC Environmental, an environmental consulting firm based in New York City. At ALC, Sam assisted with lead prospecting and the development of processes within the company’s customer relationship management system.

ADVISOR PROFILE

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

GET PROTECTED WITH ADVISORCHECK

At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
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Samuel Victor Short

Experience: 2 years / 2 firms

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