Samuel Guy Email and Phone Number
Samuel Guy work email
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Samuel Guy personal email
AdvisorAssist, the leader in driving advisor independence, provides comprehensive compliance, regulatory and risk management solutions to ensure the success of entrepreneurial registered investment advisory firms (RIAs). AdvisorAssist provides strategic formation, registration and transition services, regulatory risk management, mock exams and outsourced testing functionality, on-going compliance, and related services. As a collaborative and strategic advisor to RIAs, our mission is to provide solution-based services centered around experienced consultants and scalable technology to help RIAs "build, grow, protect, and optimize" their advisory firms.AdvisorAssist supports 700+ RIAs with a combined AUM over $250B and 5,200+ supervised persons. AdvisorAssist leverages our proprietary compliance management technology called AdvisorCloud360 to empower CCO’s to navigate the increasingly complex regulatory requirements and have full transparency into all aspects of their compliance program. AdvisorAssist also provides a solution called AdvisorTrade to allow CCO’s to be able to effectively capture, monitor, and report on employee personal trading activities.
Advisorassist
View- Website:
- advisorassist.com
- Employees:
- 17
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Compliance ConsultantAdvisorassist Jun 2023 - PresentMarshfield, Massachusetts, United States -
Policy InternOregon State Public Interest Research Group (Ospirg) May 2022 - Sep 2022Portland, Oregon Metropolitan AreaWorked as an intern assisting in;- Creating materials for Lobby and Policy meetings- Creating surveys to improve member outreach- Compiling data used for organizational activities- Discussing issues and areas of concern with constituents -
Canvassing Field ManagerFund For The Public Interest May 2021 - Aug 2021Boston, Massachusetts, United StatesWorking as a field manager, I;- Went door to door to gather support for Massachusetts 100% Clean Act- Managed up to eight other canvassers while canvassing- Prepared materials and ran lobby meetings with Massachusetts legislators -
Catering SpecialistConnecticut College Jan 2020 - Mar 2020New London, Connecticut, United States
Samuel Guy Education Details
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Government, Economics, And Statistics
Frequently Asked Questions about Samuel Guy
What company does Samuel Guy work for?
Samuel Guy works for Advisorassist
What is Samuel Guy's role at the current company?
Samuel Guy's current role is Compliance Consultant at AdvisorAssist.
What is Samuel Guy's email address?
Samuel Guy's email address is sg****@****oll.edu
What schools did Samuel Guy attend?
Samuel Guy attended Connecticut College.
Who are Samuel Guy's colleagues?
Samuel Guy's colleagues are Ryan Winn, Christopher Winn, Madeleine Zullow, Grant Goodwin, Caleb Peress, Jennifer Krakower, Barbi Fennewald, Cfp®.
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