Unclaimed Profile

Samuel David Robinson

SAGARD HOLDINGS MANAGER (US) LLC·NEW YORK CITY, New York

Clean recordSAGARD HOLDINGS MANAGER (US) LLC

280 PARK AVENUE, NEW YORK CITY, NY 10017CRD# 4001078Firm CRD# 322374

Profile Verification

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

Identity

Samuel David Robinson · NEW YORK CITY, NY

Registration

CRD #4001078 · SAGARD HOLDINGS MANAGER (US) LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Samuel David Robinson is a registered financial advisor based in NEW YORK CITY, New York, affiliated with SAGARD HOLDINGS MANAGER (US) LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

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 →

Firm Overview

Firm

SAGARD HOLDINGS MANAGER (US) LLC

AUM

$340M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SAGARD HOLDINGS MANAGER (US) LLC →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4001078

Firm CRD# 322374

View on FINRA BrokerCheck →

Looking for a financial advisor in NEW YORK CITY?

Browse all registered financial advisors in NEW YORK CITY, New York or claim this profile if it's yours.

Browse NEW YORK CITY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Samuel David Robinson offer?

Samuel David Robinson specializes in Retirement Planning, Wealth Management. Contact their office in NEW YORK CITY, New York for a consultation.

What are Samuel David Robinson's credentials?

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

Where is Samuel David Robinson located?

Samuel David Robinson is based in NEW YORK CITY, New York, working with SAGARD HOLDINGS MANAGER (US) LLC. Their office serves clients in the NEW YORK CITY metropolitan area and surrounding communities.

How does Samuel David Robinson charge for services?

Samuel David Robinson'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 SAGARD HOLDINGS MANAGER (US) LLC?

SAGARD HOLDINGS MANAGER (US) LLC has approximately 21 employees and manages $340M 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 →