Unclaimed Profile

Michael Howard Samuels

BPU INVESTMENT MANAGEMENT, INC.·PITTSBURGH, Pennsylvania

SIE, Series 4, Series 7, Series 8, Series 63, Series 6520 years registeredBPU INVESTMENT MANAGEMENT, INC.

ONE OXFORD CENTER, PITTSBURGH, PA 15219CRD# 1041618Firm CRD# 17058

Profile Verification

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

Identity

Michael Howard Samuels · PITTSBURGH, PA

Registration

CRD #1041618 · BPU INVESTMENT MANAGEMENT, INC. · 20 years registered

Brand Profile

Not yet started

Career History

BFC PLANNING, INC.

Aug 2017 – present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Apr 2013 – Aug 2017

SEWICKLEY, PA

BPU INVESTMENT MANAGEMENT, INC.

Feb 2006 – Apr 2013

PITTSBURGH, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 8

Series 63

Series 65

Registration record

First registered · February 24, 2006

Years registered · 20

Disclosure History

2003Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BPU INVESTMENT MANAGEMENT, INC.

CRD 17058 · SEC 801-60229

AUM

$517M

Regulatory assets under management

Employees

1,932 client accounts

Services offered by BPU INVESTMENT MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BPU INVESTMENT MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Michael Howard Samuels offer?

Michael Howard Samuels specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.

What are Michael Howard Samuels's credentials?

Michael Howard Samuels is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Howard Samuels located?

Michael Howard Samuels is based in PITTSBURGH, Pennsylvania, working with BPU INVESTMENT MANAGEMENT, INC.. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.

How does Michael Howard Samuels charge for services?

Michael Howard 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 BPU INVESTMENT MANAGEMENT, INC.?

BPU INVESTMENT MANAGEMENT, INC. has approximately 24 employees and manages $517M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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