SY
Samuel T. Yamthe
ISF ADVISORY
Austin, TX 78753
Some features on this profile are disabled
CRD#: 7457136
SY
Professional summary
Samuel Theophane Yamthe is a registered financial advisor currently at ISF ADVISORY, LLC located in Austin, Texas.
Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Samuel has worked at 1 firm and has passed the Series 65 exam.
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.
The name of the other business is Applied Network Security started in 2003 and located at 9800 North Lamar Blvd. Texas 78753. The business is a services and consulting business specialized in security consulting, engineering, integration and maintenance. I'm the founder and president of the business and have been running from 2003 to present. I was devoting over 260 hours/month to the business before the Covid -19 pandemic and now I'm looking to a new horizon where my unique blend of experience, expertise and passion will be fully utilized. I intend to devote approximative 68 hours/month as part of my advisory services for the new investment adviser company that I'm registering. The duties related to the other business involve position as Senior System business development and project manager, keeping up with technological advancements and giving the company reliable and trustworthy advice, planning, and management services that clients can depend on. Specifically I provide: ? Custom solutions that build on client current business infrastructure ? High-level security structures that protect clients and their customers ? User-focused tools and training that make implementing new systems easy ? Long-term risk management of IT systems and infrastructure for clients. I also have an insurance license agent 2018 and devote only about 20 hours a month on the insurance engagements. As insurance agent, I mostly work on helping community or family members with their insurance needs. I'm also the president of AFTV5, a non profit organization that I started in 2012 and that is located in Austin Texas. Through this non profit we help other non profit organizations and small businesses in the area of video production for their social medial and the promotion. We offer workshops on team building, time management, productivity.
CRS (Client Relationship Summary) - RIA
Click below to view Samuel Theophane Yamthe'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®
NoneExperience
Current
February 1, 2022 - Present
ISF ADVISORY, LLC
Office #1: 9800 North Lamar Blvd. Ste 218, Austin, TX 78753Office #2: 1817 Parralena Lane, Austin, TX 78728RIA
CRD#: 317376
Austin, TX
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
Texas(2/1/2022)
Current Firm
IA
ISF ADVISORY, LLC
ISF ADVISORY, LLC
CRD#: 317376 / SEC#:
District of Columbia
Registered Investment Advisory firm - (3/7/2022 Approved)Texas
Registered Investment Advisory firm - (2/1/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1817 Parralena Lane, Austin, TX 78728
Mailing Address
1817 Parralena Lane, Austin, TX 78728
Phone number
(512) 646-9366
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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