Advisor at Shehu Asset Management, LLC
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Firm
Shehu Asset Management, LLC
Location
Southbury, CT 06488
Credentials
Series 63, Series 65
Industry experience
24 years
Sam Shehu is the sole advisor at Shehu Asset Management, LLC in Southbury, CT, holding Series 63 and Series 65 licenses with 24 years of industry experience. His prior roles include positions at LPL Financial LLC and Wells Fargo Advisors. Outside of financial advising, he manages a self-serve laundry business in Thomaston, CT. Shehu Asset Management provides financial planning and discretionary portfolio management to individuals, small businesses, pensions, trusts, estates, charitable organizations, and corporations. The firm employs proprietary modeling tools to manage risk and position sizing, offering services tailored to client demographics and risk tolerance, with a focus on both individual and institutional clients.
Based on Shehu Asset Management, LLC
Negotiable fee structure ranging from 0% to 2% annually based on account net liquidation asset levels
88 Railstone Drive
Southbury, CT 06488
Connecticut
Shehu Asset Management, LLC
2020 - Present (6 years)
LPL Financial
2019 - 2020 (1 year)
Wells Fargo Clearing
2016 - 2019 (3 years)
Wells Fargo Advisors Llc
2014 - 2016 (2 years)
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Other specialized services
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