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Samuel Joseph Everett

ARCHWAY WEALTH MANAGEMENT, LLC·KIRKWOOD, Missouri
SIE, Series 7, Series 66CFPClean record16 years registeredARCHWAY WEALTH MANAGEMENT, LLC
10900 MANCHESTER RD, KIRKWOOD, MO 63122CRD# 5579822Firm CRD# 326816

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Samuel Joseph Everett · KIRKWOOD, MO
Registration
CRD #5579822 · ARCHWAY WEALTH MANAGEMENT, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

ARCHWAY WEALTH MANAGEMENT, LLC
Sep 2023 – present
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Aug 2014 – Feb 2015
ST. LOUIS, MO
WELLS FARGO CLEARING SERVICES, LLC
Sep 2011 – Oct 2023
FRONTENAC, MO
STIFEL, NICOLAUS & COMPANY, INCORPORATED
Apr 2010 – Sep 2011
ST. LOUIS, MO
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · April 16, 2010
Years registered · 16
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ARCHWAY WEALTH MANAGEMENT, LLC
CRD 326816 · SEC 801-128424
AUM
$287M
Regulatory assets under management
Employees
3
799 client accounts
Services offered by ARCHWAY WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ARCHWAY WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Samuel Joseph Everett offer?
Samuel Joseph Everett specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KIRKWOOD, Missouri for a consultation.
What are Samuel Joseph Everett's credentials?
Samuel Joseph Everett holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Samuel Joseph Everett located?
Samuel Joseph Everett is based in KIRKWOOD, Missouri, working with ARCHWAY WEALTH MANAGEMENT, LLC. Their office serves clients in the KIRKWOOD metropolitan area and surrounding communities.
How does Samuel Joseph Everett charge for services?
Samuel Joseph Everett's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARCHWAY WEALTH MANAGEMENT, LLC?
ARCHWAY WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $287M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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KIRKWOOD, MO

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