Samuel
Valerio

Waddell & Reed

CRD#5169136
Investment Advisor
in Houston, TX

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About this Advisor

Samuel Valerio is an investment advisor whose office is in Houston, Texas. Currently an investment advisor with Waddell & Reed, they have gathered 10 years of professional experience as a financial advisor. Valerio has Series 63 and Series 66 licenses, designating them as a securities broker. Valerio can advise clients in California, Colorado, Connecticut, Florida, Idaho, Illinois, Kansas, Kentucky, Louisiana, Maryland, Michigan, Minnesota, Mississippi, Missouri, Nevada, New Hampshire, North Carolina, Ohio, Pennsylvania, South Carolina and Texas. Valerio has gained experience at Jp Morgan Chase Bank Na, Chase Investment Services Corp, J.P. Morgan Securities LLC, Ameriprise Financial Services, Inc, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Wes Barnett, Css455, LLC, Ameriprise and Jp Morgan Chase. Waddell & Reed is headquartered in Houston, Texas, and has 357 additional offices in the country. Overall, Waddell & Reed oversees $27 billion in assets throughout 180,314 client accounts and retains more than 1,700 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the United States. The firm manages 15,672 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 1% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Waddell & Reed can provide 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. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

Yes

Office Location

16365 Park Ten Pl Suite 190
Houston, TX 77084

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Waddell & Reed Brokerage Details

Total Assets Under Management

$26,947,268,630

TX Average: $2,243,162,756
Total Number of Employees

1,700

TX Average: 44
Total Number of Accounts

180,314

TX Average: 4,091
Average Account Size

$149,446

TX Average: $548,316

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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 Valerio Work History

Samuel has 10 years of experience.

2020 - Present (2 years)

Waddell & Reed, Inc

2020 - Present (2 years)

Various Insurance Carriers For W&R Insurance Agencies

2020 - Present (2 years)

Wes Barnett

2020 - Present (2 years)

Css455, LLC

2019 - 2019 (< 1 year)

Ameriprise Financial Services, Inc

2019 - 2019 (< 1 year)

Ameriprise

2012 - 2019 (7 years)

J.P. Morgan Securities LLC

2010 - 2019 (9 years)

Jp Morgan Chase Bank Na

2010 - 2012 (2 years)

Chase Investment Services Corp

2010 - 2019 (9 years)

Jp Morgan Chase

Disclosures

Samuel Valerio has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Waddell & Reed

Samuel Valerio
Houston, TX
Denise Filardo
Hamden, CT
Jason Wetmore
Mission, KS
Thomas Kanyok
Mission, KS
Christopher Dulovich
Pittsburgh, PA
Alisonn Best
Edmond, OK
Brittany Munn
Hartsville, SC
Travis Gravlin
Saint Louis, MO

The content in this profile was updated by SmartAsset on 08/06/2020 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 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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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