Direct booking

firm logo

Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

2 advisors near New York, NY

Based on your filters

user avatar
firm logo

Ruth G

Series 66

Jersey City, NJ

Juth Investment Advisory

Ruth Grogan is a financial advisor at Juth Investment Advisory with two years of industry experience. She holds a Series 66 designation and previously worked at Pershing LLC and BNY Mellon. Juth Investment Advisory LLC is a state-registered investment adviser that offers discretionary investment management and financial planning, employing a hybrid strategic and tactical allocation process across equities, options, ETFs, fixed income, and limited regulated cryptocurrency exposure. The firm maintains an exclusive custodian relationship with Interactive Brokers and emphasizes operational governance through a code of ethics and supervisory oversight.

Retirement withdrawal strategies Income planning Tax-loss harvesting Options & derivatives strategies Founder/Business Owner
user avatar
firm logo

Jonathan G

Series 63, Series 66

Jersey City, NJ

Juth Investment Advisory

Jonathan Grogan is an investment advisor at Juth Investment Advisory with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Pershing LLC, Evergreen, and Northwestern Mutual. Outside of finance, he is also involved in acting and manages Jonathan Grogan Acting Services LLC, pursuing roles in TV and film on weekends. Juth Investment Advisory is a state-registered firm offering discretionary investment management and financial planning, using a hybrid strategic and tactical allocation process that includes equities, options, ETFs, fixed income, and limited cryptocurrency exposure. The firm emphasizes continuous account monitoring, formal quarterly reviews, and operates with an exclusive custodian arrangement through Interactive Brokers.

Retirement withdrawal strategies Income planning Tax-loss harvesting Options & derivatives strategies Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.