Partner · Checchi Capital Advisers, LLC
Samuel T. Pfister
CRD 6463204 · Named on Form ADV at one SEC-registered adviser
At a glance
Checchi Capital Advisers, LLC, an SEC-registered wealth manager based in Beverly Hills, CA with $2.6 billion in regulatory assets, lists Samuel T. Pfister on its Form ADV as Partner, a control person.
Firms and roles
- Checchi Capital Advisers, LLCPartnerWealth manager · Beverly Hills, CA · $2.6B 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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Adam D. ChecchiManaging Member, Checchi Capital Advisers, LLC
- Kathryn D. ChecchiPrincipal, Checchi Capital Advisers, LLC
- Delia T. MupitaChief Compliance Officer, Checchi Capital Advisers, LLC
- Haiyang ZhangChief Operating Officer, Checchi Capital Advisers, LLC
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.