Brian Samuels has been an investment adviser representative at Exodus Wealth since January 2020, and is not listed among the firm’s executive officers or direct owners.
Exodus Wealth, LLC is a Fort Lauderdale, FL firm with $484M under management, 2,249 clients and 51 advisers across 50 offices, as of its July 2026 filing.
Brian Samuels’ longest registration is the current one, 6 years at Exodus Wealth since 2020. Before joining Exodus Wealth in 2020, Brian Samuels was registered through National Planning Corporation ("NPC of America" in FL & NY) and Independent Financial Group, LLC.
- Exodus Wealth, LLCCurrent– present · 6 yearsSan Diego, CA · Adviser representative · Firm CRD 174328
- – · 2 yearsSan Diego, CA · Adviser representative · Firm CRD 174328
- National Planning Corporation ("NPC of America" in FL & NY)– · 4 yearsSan Diego, CA · Adviser representative · Firm CRD 29604
- Independent Financial Group, LLC– · 6 yearsSan Diego, CA · Adviser representative · Firm CRD 7717
- NFP Securities, Inc.– · under a yearSan Diego, CA · Adviser representative · Firm CRD 42046
- Prudential Financial Planning Services– · 3 yearsSan Diego, CA · Adviser representative · Firm CRD 5685
Investment adviser representative registrations
Brian Samuels is registered as an investment adviser representative in California, since January 2020.
- CaliforniaSince 3 January 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 30 July 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 July 1996 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 17 June 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Brian Eric Samuels
- CRD
- 2740398
- Firm
- Exodus Wealth · CRD 174328
- Office
- 9845 Erma Rd, San Diego, CA 92131
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 1996
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Brian Samuels work?
Brian Samuels is an investment adviser representative registered through Exodus Wealth, LLC since January 2020, and is not listed among the firm’s executive officers or direct owners.
Is Brian Samuels a financial advisor?
Yes. Brian Samuels has a current investment-adviser registration in California, through Exodus Wealth since January 2020.
How many years of experience does Brian Samuels have?
Brian Samuels has 30 years in the financial industry, since August 1996, across 5 adviser firms.
What exams has Brian Samuels passed?
Brian Samuels has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in June 1996. FINRA credited Brian Samuels with the SIE, which began in October 2018.
Where did Brian Samuels work before Exodus Wealth?
Before Exodus Wealth, Brian Samuels was registered through Prosperity Wealth Management, Inc., July 2017 to December 2019; National Planning Corporation ("NPC of America" in FL & NY), June 2012 to May 2017; Independent Financial Group, LLC, April 2006 to June 2012; NFP Securities, Inc., October 2005 to April 2006; Prudential Financial Planning Services, July 2002 to September 2005.
Where is Brian Samuels based?
Brian Samuels’ registered office is in San Diego, CA.
Is Brian Samuels registered with FINRA?
Yes. Brian Samuels has a current broker registration, under CRD 2740398.
Source: FINRA BrokerCheck
How can I verify Brian Samuels’ record?
Search CRD 2740398 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Brian Samuels’ full registration record.