Unclaimed Profile

Samuel Drayton Haskell

COLARION LLC·BIRMINGHAM, Alabama

SIE, Series 7, Series 55, Series 63, Series 65Clean record11 years registeredCOLARION LLC

50 RICHARD ARRINGTON AVE N., BIRMINGHAM, AL 35203CRD# 2632749Firm CRD# 284588

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Samuel Drayton Haskell · BIRMINGHAM, AL

Registration

CRD #2632749 · COLARION LLC · 11 years registered

Brand Profile

Not yet started

Career History

COLARION

Nov 2017 – present

JHH WEALTH, LLC

Dec 2021 – Dec 2023

Vestavia, AL

EWING ASSET MANAGEMENT, LLC

Jan 2017 – Sep 2017

Birmingham, AL

EWING ASSET MANAGEMENT, LLC

Jul 2016 – Dec 2016

Birmingham, AL

STERNE AGEE ASSET MANAGEMENT, INC.

Aug 2014 – Mar 2015

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 55

Series 63

Series 65

Registration record

First registered · August 27, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COLARION LLC

CRD 284588 · SEC 801-129369

AUM

$126M

Regulatory assets under management

Employees

173 client accounts

Services offered by COLARION LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at COLARION LLC →

Introduction

Speak with Samuel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Samuel is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BIRMINGHAM?

Browse all registered financial advisors in BIRMINGHAM, Alabama or claim this profile if it's yours.

Browse BIRMINGHAM Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Samuel Drayton Haskell offer?

Samuel Drayton Haskell specializes in Financial Planning, Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in BIRMINGHAM, Alabama for a consultation.

What are Samuel Drayton Haskell's credentials?

Samuel Drayton Haskell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Samuel Drayton Haskell located?

Samuel Drayton Haskell is based in BIRMINGHAM, Alabama, working with COLARION LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does Samuel Drayton Haskell charge for services?

Samuel Drayton Haskell's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COLARION LLC?

COLARION LLC has approximately 4 employees and manages $126M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →