Samuel Bargainer has been an investment adviser representative at Catalyst Wealth Management since May 2024, and is not listed among the firm’s executive officers or direct owners.
Catalyst Wealth Management LLC is a Houston, TX firm with $105M under management, 9,549 clients and 25 advisers across 14 offices, as of its September 2026 filing.
- – present · 2 yearsHouston, TX · Adviser representative · Firm CRD 329586
Investment adviser representative registrations
Samuel Bargainer is registered as an investment adviser representative in Texas, since May 2024.
- TexasSince 31 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 31 May 2024 |
| Series 7TO | General Securities Representative Examination | 30 April 2024 |
| SIE | Securities Industry Essentials Examination | 4 April 2024 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Samuel James Bargainer
- CRD
- 7907693
- Firm
- Catalyst Wealth Management · CRD 329586
- Office
- Houston, TX
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 2024
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Samuel Bargainer work?
Samuel Bargainer is an investment adviser representative registered through Catalyst Wealth Management LLC since May 2024, and is not listed among the firm’s executive officers or direct owners.
Is Samuel Bargainer a financial advisor?
Yes. Samuel Bargainer has a current investment-adviser registration in Texas, through Catalyst Wealth Management since May 2024.
How many years of experience does Samuel Bargainer have?
Samuel Bargainer has 2 years in the financial industry, since April 2024, across 1 adviser firm.
What exams has Samuel Bargainer passed?
Samuel Bargainer has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in April 2024.
Where is Samuel Bargainer based?
Samuel Bargainer’s registered office is in Houston, TX.
Is Samuel Bargainer registered with FINRA?
Yes. Samuel Bargainer has a current broker registration, under CRD 7907693.
Source: FINRA BrokerCheck
How can I verify Samuel Bargainer’s record?
Search CRD 7907693 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Samuel Bargainer’s full registration record.
