Samuel
Kornstein

Sowell Management

CRD#6041610
Investment Advisor
in North Little Rock, AR

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Samuel Kornstein is a chartered financial analyst who works in North Little Rock, Arkansas, who has been in the financial industry for 12 years. Kornstein currently works for Sowell Management. During their career, Kornstein has held roles at Mit Sloan, Csmg and Cartesian (Formerly Csmg). Kornstein is able to serve investors in Massachusetts. Sowell Management is a firm operating in North Little Rock, Arkansas. The investment advisory business has offices in 55 locations and a total of 124 advisors. It has $3 billion in assets under management among its 11,278 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves eight charities and foundations. Of its 11,278 client accounts, just 4% belong to high-net-worth investors who have at least $1 million in investable assets. Sowell Management offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules typically are based on which services the firm provides the client. Fee types charged by Sowell Management likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

5320 Northshore Drive
North Little Rock, AR 72118

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Sowell Management Brokerage Details

Total Assets Under Management

$2,777,768,242

AR Average: $880,205,985
Total Number of Employees

124

AR Average: 42
Total Number of Accounts

11,278

AR Average: 1,714
Average Account Size

$246,300

AR Average: $513,539

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Samuel Kornstein Work History

Samuel has 12 years of experience.

2014 - Present (8 years)

Cartesian (Formerly Csmg)

2012 - 2014 (2 years)

Csmg

2010 - 2012 (2 years)

Mit Sloan

Disclosures

Samuel Kornstein has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Sowell Management

John Deshaw
Roseville, CA
Stephen Sanders
Little Rock, AR
Nicholas Daddona
North Little Rock, AR
Hannah Stanley
Springdale, AR
Jessica Poynter
Little Rock, AR
Burhon Jora
Roseville, CA
Jordan Long
North Little Rock, AR
Richard Patrick
Walnut Creek, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started