Samuel Kust

FIDELIS WEALTH MANAGEMENT

Dania Beach, FL

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CRD#: 7613773

Professional summary

Samuel Kust is a registered financial advisor currently at FIDELIS WEALTH MANAGEMENT, LLC located in Dania Beach, Florida and MAGGI INVESTMENT SERVICES, LLC located in Palm Harbor, Florida.

Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Samuel has worked at 3 firms 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.

1) Maggi Tax Advisory Group, Inc; Inv Rel; Palm Harbor, FL; Ins sales and services; Ins Agent; 10/2025; approx 20% of time. 2) KCH Trucking; Not Inv Rel; Myrtle Beach, SC; transportation company; co-owner; 05/2022; less than 5% of time. 3) DSW Transportation, Inc.; Not Inv Rel; Myrtle Beach, SC; transportation company; co-owner; less than 5% of time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Kust'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®

None

Experience

Current

March 9, 2023 - Present

FIDELIS WEALTH MANAGEMENT, LLC

RIA

CRD#: 324434

Dania Beach, FL

Current

October 10, 2025 - Present

MAGGI INVESTMENT SERVICES, LLC

Office #1: 4114 Woodlands Pkwy Ste. 303b, Palm Harbor, FL 34685

RIA

CRD#: 156856

Palm Harbor, FL

Past

October 31, 2022 - December 15, 2022

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 144426

FT. LAUDERDALE, FL

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

Florida
(3/9/2023)

IAR

Texas
(6/5/2023)

IAR

Texas
(10/10/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/4/2022

Uniform Investment Adviser Law Examination

Current Firm

FIDELIS WEALTH MANAGEMENT, LLC

CRD#: 324434 / SEC#:

Florida

Registered Investment Advisory firm - (3/9/2023 Approved)

Texas

Registered Investment Advisory firm - (5/17/2023 Conditional Restricted)

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Contact information

Main Address

Dania Beach, FL

Mailing Address

Phone number

(847) 744-4717

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	34
AUM (Assets Under Management)	$ 3,967,814

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Samuel Kust

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Kust's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELIS WEALTH MANAGEMENT, LLC

MAGGI INVESTMENT SERVICES, LLC

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/4/2022

Current Firm

FIDELIS WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FIDELIS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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