Samuel
Winkler
Cetera Advisors LLC
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About this Advisor
Samuel Winkler is a certified financial planner operating in Mount Pleasant, South Carolina who has 6 years of relevant experience. Winkler is currently employed by Cetera Advisors LLC. Over the course of their career, Winkler has held roles at Samuel B Winkler LLC, Detterbeck Wealth Management, Dixon Hughes Goodman, Faulk & Winkler, Cetera Advisors LLC and Thiem Mccutchen Winkler Cpas Pa. Winkler holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in South Carolina. Cetera Advisors LLC is a registered investment business that has its headquarters in Englewood, CO. The investment advisory business has offices in 692 locations and a total of 1,047 employees. It administers $21 billion in assets between its 90,646 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises 294 charitable organizations. Of its 90,646 client accounts, 26% belong to high-net-worth clients who have more than $1 million in investable assets. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules largely are based on which services the firm provides the client. Fees charged by Cetera Advisors LLC may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Advisors LLC Brokerage Details
$21,227,977,082
1,047
90,646
$234,185
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Samuel Winkler Work History
Samuel has been registered as a financial advisor for 6 years.*
Thiem Mccutchen Winkler Cpas Pa
Cetera Advisors LLC
Samuel B Winkler LLC
Detterbeck Wealth Management
Dixon Hughes Goodman
Faulk & Winkler
*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 Winkler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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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.
