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CCO / Investment Advisor · 755 Financial

Samuel Feldman

CRD 6646549 · Named on Form ADV at one SEC-registered adviser

At a glance

755 Financial, an SEC-registered asset manager based in Woodstock, GA with $0 in regulatory assets, lists Samuel Feldman on its Form ADV as CCO / Investment Advisor, a control person.

Firms and roles

  • 755 FinancialCCO / Investment AdvisorAsset manager · Woodstock, GA · $0M in regulatory assets

AtlasMembers

Samuel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Samuel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.