Samuel
Neff

Four Quadrant Wealth Advisors, Inc

CRD#7010596
Investment Advisor
in Carmel, IN

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About this Advisor

Samuel Neff is a financial advisor who works in Carmel, Indiana with 1 year of relevant experience. Neff currently works for Four Quadrant Wealth Advisors, Inc. The advisor has gained experience at Aldi Inc, Axa Advisors LLC, Equitable Advisors, LLC and Four Quadrant Wealth Advisors, Inc. Neff holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Indiana. Four Quadrant Wealth Advisors, Inc is a financial advisory business that has its headquarters in Carmel, IN. It manages $126 million in assets under management among its 479 client accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 479 client accounts, 39% are associated with high-net-worth individuals who have at least $1 million in investable assets. The advisory firm has a set of services, including financial planning services, portfolio management for individuals and small businesses and other services. A financial advisor's fees usually vary depending on which services the firm provides the client. Fee types charged by Four Quadrant Wealth Advisors, Inc can be comprised of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

11939 N Meridian St Ste 225
Carmel, IN 46032

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Four Quadrant Wealth Advisors, Inc Brokerage Details

Total Assets Under Management

$126,068,690

IN Average: $1,347,246,178
Total Number of Employees

17

IN Average: 46
Total Number of Accounts

479

IN Average: 1,775
Average Account Size

$263,191

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Samuel Neff Work History

Samuel has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Four Quadrant Wealth Advisors, Inc

2018 - 2020 (2 years)

Axa Advisors LLC

2018 - 2022 (4 years)

Equitable Advisors, LLC

2013 - 2018 (5 years)

Aldi Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Samuel Neff to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Four Quadrant Wealth Advisors, Inc

Samuel Neff
Carmel, IN
Kal Owen
Carmel, IN
Colin Holmes
Carmel, IN
Stacy Phillips
Carmel, IN
Jason Smith
Indianapolis, IN
Brogan Baxter
Carmel, IN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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