SG
Samuel G. Graham
SFM
BEDFORD, NH 03110
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CRD#: 7882589
SG
Samuel Gallagher GrahamSFM
Professional summary
Samuel Gallagher Graham is a registered financial advisor currently at SFM, LLC located in Bedford, New Hampshire.
Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Samuel has worked at 1 firm .
At a Glance
Always Fiduciary
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.
Mr. Graham purchased rental property on June 30, 2022 located at 62 Rand Street, Manchester, NH 03109; as rental manager his duties are general maintenance of common areas; he spends approximately fifteen hours per month outside of trading hours on activities related to this rental property. Mr. Graham is a valet for Townsend Hospitality, 149 Hanover Street, Manchester, NH 03101; he began in May of 2018; his duties are to park cars and greet customers; he does not spend any time during trading hours on this activity.
CRS (Client Relationship Summary) - RIA
Click below to view Samuel Gallagher Graham'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
March 5, 2024 - Present
SFM, LLC
Office #1: 360 Route 101 Suite 10, Bedford, NH 03110RIA
CRD#: 116564
BEDFORD, NH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SL
SFM, LLC
SFM, LLC
CRD#: 116564 / SEC#: 801-79426
RIA
Registered Investment Advisory firm - (4/7/2014 Approved)Florida
Registered Investment Advisory firm - (4/9/2014 Terminated)Massachusetts
Registered Investment Advisory firm - (4/9/2014 Terminated)New Hampshire
Registered Investment Advisory firm - (4/28/2014 Terminated)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
New Hampshire(3/5/2024)
Exams
Current Firm
SL
SFM, LLC
SFM, LLC
CRD#: 116564 / SEC#: 801-79426
RIA
Registered Investment Advisory firm - (4/7/2014 Approved)Florida
Registered Investment Advisory firm - (4/9/2014 Terminated)Massachusetts
Registered Investment Advisory firm - (4/9/2014 Terminated)New Hampshire
Registered Investment Advisory firm - (4/28/2014 Terminated)Loading...
Contact information
Main Address
575 Front Street, Manchester, NH 03102
Mailing Address
Phone number
(603) 625-8400
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 711 |
| AUM (Assets Under Management) | $ 323,214,244 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
