AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
SK

Samuel Kust

MAGGI INVESTMENT SERVICES
OLDMAR, FL 34677
Some features on this profile are disabled
CRD#: 7613773
SK

Professional summary

Samuel Kust is a registered financial advisor currently at MAGGI INVESTMENT SERVICES, LLC located in Oldmar, 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.
The advisor shows no other business activity.

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

October 10, 2025 - Present

MAGGI INVESTMENT SERVICES, LLC

Office #1: 3895 Tampa Road, Oldmar, FL 34677
RIA
CRD#: 156856
OLDMAR, FL
Past

March 9, 2023 - December 31, 2025

FIDELIS WEALTH MANAGEMENT, LLC

RIA
CRD#: 324434
DANIA BEACH, 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
(10/14/2025)
IAR
Tennessee
(2/20/2026)
IAR
Texas
(10/10/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/4/2022
Uniform Investment Adviser Law Examination

Current Firm

MI
MAGGI INVESTMENT SERVICES, LLC
FEDERAL EDUCATORS | MAGGI TAX ADVISORY GROUP, INC. | MAGGI TAX ADVISORY & FINANCIAL GROUP | MAGGI INVESTMENT SERVICES, LLC

CRD#: 156856 / SEC#:

Florida
Registered Investment Advisory firm - (4/19/2011 Approved)
Texas
Registered Investment Advisory firm - (6/21/2013 Conditional Restricted)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
3895 Tampa Road, Oldmar, FL 34677
Mailing Address
Phone number
(727) 799-1701
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts5
AUM (Assets Under Management)$ 3,020,000

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.

Company Information

MAGGI INVESTMENT SERVICES, LLC

CRD#: 156856Oldmar, FL 34677

TRUST BUT VERIFY

Monitor Samuel Kust

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

John Jaime Valencia
John ValenciaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
LARGO, FL
Spiros Vassilakos
Spiros VassilakosAdvisorCheck Check Mark
CSENGE ADVISORY GROUP, LLC
IAR
Tarpon Springs, FL
LG
Lee GorgasAdvisorCheck Check Mark
CHARLES SCHWAB & CO., INC.
IAR
RR
Tampa, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.