Unclaimed Profile

Michael Howard Samuels

BPU INVESTMENT MANAGEMENT, INC.·PITTSBURGH, Pennsylvania

BPU 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.

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

Michael Howard Samuels is a registered financial advisor based in PITTSBURGH, Pennsylvania, affiliated with BPU INVESTMENT MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

BPU INVESTMENT MANAGEMENT, INC.

AUM

$517M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BPU INVESTMENT MANAGEMENT, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1041618

Firm CRD# 17058

View on FINRA BrokerCheck →

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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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