MV
Matthew Vernon Samek
CRD 5407687
Firms
| Firm | Role | As of |
|---|---|---|
| Bsw Wealth Partners, Inc., A Public Benefit Corporation | Registered representative | 07/20/2026 |
| Sequoia Financial Advisors, L.L.C. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Bsw Wealth Partners, Inc., A Public Benefit Corporation
Officer · 5% – 10% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗