Advisor at Samuel & Associates Investment Management LP
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Firm
Samuel & Associates Investment Management LP
Location
Miami, FL 33131
Credentials
Series 65
Industry experience
5 years
Nicholas Samuel is a Series 65-licensed financial advisor at Samuel & Associates Investment Management LP with five years of industry experience. Prior to founding his current firm in 2020, he worked at KPMG for two years. He also operates his own accounting practice as a licensed CPA. Samuel & Associates Investment Management LP provides portfolio management primarily to individual and high-net-worth clients, focusing on mutual funds, equities, ETFs, and venture capital funds. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory to guide long-term investment decisions and offers discretionary management without a stated account minimum.
Based on Samuel & Associates Investment Management LP
1.50% annually
701 Brickell Avenue, Suite 1550
Miami, FL 33131
New York
Samuel & Associates Investment Management LP
2020 - Present (6 years)
Kpmg
2018 - 2020 (2 years)
Samuel & Associates LP
2011 - Present (15 years)
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