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Steven Jay Samuels

BULLDOG INVESTORS, LLC·SADDLE BROOK, New Jersey
Clean recordBULLDOG INVESTORS, LLC
PARK 80 WEST - PLAZA TWO, SADDLE BROOK, NJ 07663CRD# 1001046Firm CRD# 151585

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Jay Samuels · SADDLE BROOK, NJ
Registration
CRD #1001046 · BULLDOG INVESTORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Steven Jay Samuels is a registered financial advisor based in SADDLE BROOK, New Jersey, affiliated with BULLDOG INVESTORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
BULLDOG INVESTORS, LLP
BULLDOG INVESTORS, LLP
AUM
$335M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BULLDOG INVESTORS, LLP →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1001046
Firm CRD# 151585
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Jay Samuels offer?
Steven Jay Samuels specializes in Investment Management, Retirement Planning. Contact their office in SADDLE BROOK, New Jersey for a consultation.
What are Steven Jay Samuels's credentials?
Steven Jay Samuels is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Jay Samuels located?
Steven Jay Samuels is based in SADDLE BROOK, New Jersey, working with BULLDOG INVESTORS, LLC. Their office serves clients in the SADDLE BROOK metropolitan area and surrounding communities.
How does Steven Jay Samuels charge for services?
Steven Jay Samuels'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 BULLDOG INVESTORS, LLC?
BULLDOG INVESTORS, LLC has approximately 6 employees and manages $335M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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