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David Steven Samuels

CORINTHIAN WEALTH MANAGEMENT, INC.·SAN JOSE, California
CORINTHIAN WEALTH MANAGEMENT, INC.
1625 THE ALAMEDA, SAN JOSE, CA 95126CRD# 2142428Firm CRD# 312196

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Steven Samuels · SAN JOSE, CA
Registration
CRD #2142428 · CORINTHIAN WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

David Steven Samuels is a registered financial advisor based in SAN JOSE, California, affiliated with CORINTHIAN WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CORINTHIAN WEALTH MANAGEMENT, INC.
CORINTHIAN WEALTH MANAGEMENT
AUM
$84M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CORINTHIAN WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2142428
Firm CRD# 312196
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Steven Samuels offer?
David Steven Samuels specializes in Financial Planning, Investment Management. Contact their office in SAN JOSE, California for a consultation.
What are David Steven Samuels's credentials?
David Steven Samuels is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Steven Samuels located?
David Steven Samuels is based in SAN JOSE, California, working with CORINTHIAN WEALTH MANAGEMENT, INC.. Their office serves clients in the SAN JOSE metropolitan area and surrounding communities.
How does David Steven Samuels charge for services?
David Steven Samuels's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CORINTHIAN WEALTH MANAGEMENT, INC.?
CORINTHIAN WEALTH MANAGEMENT, INC. has approximately 3 employees and manages $84M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Eleonora Jovel Tomasello
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Richard Devin Mackie
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