Unclaimed Profile

John Samoska

SHELLBACK CAPITAL, LP·BOSTON, Massachusetts

Clean recordSHELLBACK CAPITAL, LP

260 FRANKLIN STREET, BOSTON, MA 02110CRD# 5203768Firm CRD# 169642

Profile Verification

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

Identity

John Samoska · BOSTON, MA

Registration

CRD #5203768 · SHELLBACK CAPITAL, LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

John Samoska is a registered financial advisor based in BOSTON, Massachusetts, affiliated with SHELLBACK CAPITAL, LP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

SHELLBACK CAPITAL, LP

AUM

$1.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at SHELLBACK CAPITAL, LP →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5203768

Firm CRD# 169642

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Samoska offer?

John Samoska specializes in Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.

What are John Samoska's credentials?

John Samoska is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Samoska located?

John Samoska is based in BOSTON, Massachusetts, working with SHELLBACK CAPITAL, LP. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does John Samoska charge for services?

John Samoska's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SHELLBACK CAPITAL, LP?

SHELLBACK CAPITAL, LP has approximately 10 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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