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Samuel S

Series 65, Series 63

Morristown, NJ

Cambridge Investment Research Advisors

Samuel Stroud III is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at SEI Investments, Trinity Wealth Securities, and Tristate Financial Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a range of discretionary and non-discretionary strategies across multiple custody platforms.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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