SR
Samuel Richardson Reid
CRD 5209980
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Charter Oak Capital Management, Llc | Registered representative | 07/20/2026 |
| Mercer Global Advisors Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗