SY
Samuel T. Yamthe
ISF ADVISORY
Austin, TX 78753
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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 advisor shows no other business activity.
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: 1750 Red Bud Lane, Round Rock, TX 78664RIA
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 - (12/31/2025 Terminated)Texas
Registered Investment Advisory firm - (2/1/2022 Approved)PREMIUM
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Contact information
Main Address
1750 Red Bud Lane, Round Rock, TX 78664
Mailing Address
1817 Parralena Lane, Austin, TX 78728
Phone number
(512) 413-1791
Established
Firm type
Fiscal year end
# of Employees
2
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
