Sam Castaneda
Portefeuillebeheerder-Aandelen bij ARQ Wealth Advisors LLC
Profiel
Mr. Samuel J.
Castaneda, Jr., is a Wealth Advisor at ARQ Wealth Advisors LLC.
He investment management and financial planning experience since 2006.
Mr. Castaneda was previously employed as a Wealth Advisor by Zions Capital Advisors, Inc. and a Client Relationship Administrator by Vanguard Advisers, Inc. Prior to joining ARQ Wealth Advisors, LLC he held the position of Wealth Advisor and Vice President of NBAZ Wealth Advisors.
He graduated from New Mexico State University with a Bachelors degree in Finance.
He earned his Certified Financial Planner designation in 2011.
Actieve functies van Sam Castaneda
| Bedrijven | Functie | Begin |
|---|---|---|
ARQ Wealth Advisors LLC
 ARQ Wealth Advisors LLC Investment ManagersFinance ARQ Wealth Advisors LLC (ARQ) is an independent, SEC-registered investment advisor headquartered in Scottsdale, Arizona. The firm was founded in 2008 and is owned by Richard Siegel, Gregory Yocum, James Robinson, and John Remm. ARQ provides full-service wealth planning and investment management for many different types of clients. | Portefeuillebeheerder-Aandelen | 01-01-2019 |
Eerdere bekende functies van Sam Castaneda
| Bedrijven | Functie | Einde |
|---|---|---|
Zions Capital Advisors, Inc.
 Zions Capital Advisors, Inc. Investment ManagersFinance Zions Capital Advisors, Inc. (ZCA) is a registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded in 2004 and is a subsidiary of Zions Bancorporation, NA (NASDAQ: ZION). ZCA offers individually customized money market and short-term fixed income asset management services for state, municipal or governmental entities including obligated persons with municipal bond proceeds in several states. | Corporate Officer/Principal | 01-01-2016 |
Vanguard Advisers, Inc.
 Vanguard Advisers, Inc. Investment ManagersFinance Vanguard Advisers, Inc., (VAI) is a SEC-registered investment advisor headquartered in Malvern, Pennsylvania. The firm was founded in 1995 and is a direct subsidiary of Goliath, Inc., which is in turn a subsidiary of The Vanguard Group, Inc. VAI offers an investment advisory service through Vanguard Institutional Advisory Services (VIAS). VIAS provides investment advisory and administrative services primarily to institutional clients such as endowments, foundations, employee benefit plans and trusts, and family offices. | Corporate Officer/Principal | 01-10-2012 |
Opleiding van Sam Castaneda
| New Mexico State University | Undergraduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Zions Capital Advisors, Inc.
Zions Capital Advisors, Inc. Investment ManagersFinance Zions Capital Advisors, Inc. (ZCA) is a registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded in 2004 and is a subsidiary of Zions Bancorporation, NA (NASDAQ: ZION). ZCA offers individually customized money market and short-term fixed income asset management services for state, municipal or governmental entities including obligated persons with municipal bond proceeds in several states. | Finance |
Vanguard Advisers, Inc.
Vanguard Advisers, Inc. Investment ManagersFinance Vanguard Advisers, Inc., (VAI) is a SEC-registered investment advisor headquartered in Malvern, Pennsylvania. The firm was founded in 1995 and is a direct subsidiary of Goliath, Inc., which is in turn a subsidiary of The Vanguard Group, Inc. VAI offers an investment advisory service through Vanguard Institutional Advisory Services (VIAS). VIAS provides investment advisory and administrative services primarily to institutional clients such as endowments, foundations, employee benefit plans and trusts, and family offices. | Finance |
ARQ Wealth Advisors LLC
ARQ Wealth Advisors LLC Investment ManagersFinance ARQ Wealth Advisors LLC (ARQ) is an independent, SEC-registered investment advisor headquartered in Scottsdale, Arizona. The firm was founded in 2008 and is owned by Richard Siegel, Gregory Yocum, James Robinson, and John Remm. ARQ provides full-service wealth planning and investment management for many different types of clients. | Finance |
