Samuel
Kornstein

Sowell Management

CRD#6041610
Investment Advisor
in Boston, MA

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About this Advisor

Samuel Kornstein is a chartered financial analyst based out of Boston, Massachusetts, with a total of 10 years in the industry. Kornstein is an employee of Sowell Management. Their career trajectory has included roles at Cornerstone Research, Mit Sloan, Csmg and Cartesian (Formerly Csmg). Kornstein is approved to serve investors in Massachusetts. Sowell Management is an advisory business that has its headquarters in Boston, Massachusetts. The firm has offices in 49 locations and a total of 161 employees. It controls $2 billion in assets among its 10,321 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves seven charitable organizations. Of its 10,321 customer accounts, just 9% are held by high-net-worth investors who have at least $1 million in investable assets. The firm offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management typically are based on which services the firm provides the client. Fees billed by Sowell Management likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Years of Experience

10 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

Boston, MA

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Sowell Management Brokerage Details

Total Assets Under Management

$2,175,877,943

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

161

MA Average: 42
Total Number of Accounts

10,321

MA Average: 1,714
Average Account Size

$210,820

MA Average: $513,539

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Investment Advisory Services

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

Samuel Kornstein Work History

Samuel has 10 years of experience.

2014 - Present (7 years)

Cartesian (Formerly Csmg)

2012 - 2014 (2 years)

Csmg

2011 - 2011 (< 1 year)

Cornerstone Research

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

Matthew Reakus
Marlton, NJ
John Gathright
Little Rock, AR
Miki Morrow
North Little Rock, AR
Henry Sanders
Little Rock, AR
Stanley Rapert
North Little Rock, AR
Dawn Santoriello
North Little Rock, AR
Jessica Poynter
Little Rock, AR
Brady Buskirk
Gig Harbor, WA

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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