Wells Fargo Advisors
45yrs
Top advisor by experience in Norwell
19yrs
Samuel Sinclair has worked in the financial industry for 19 years and is a fiduciary financial advisor based in Norwell, Massachusetts. Samuel has been with Wells Fargo Advisors since 2025; before that, Samuel spent five years at UBS Financial Services. Samuel holds the CFP® designation.
One of 154 advisors with offices in Norwell, and one of 140 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 58% of advisors nationwide
Office91 Longwater Circle Suite 300, Norwell, MA 02061
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Dec 2025 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2021 – 2025UBS Financial Services Inc.Previously
Contact Samuel
Local office(781) 792-0111Ask for Samuel. (314) 875-3000Main office · St. Louis, MO 91 Longwater Circle Suite 300Norwell, MA 02061Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Samuel
Tailored to Samuel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Samuel
How do I contact Samuel?
Call Samuel’s local office at (781) 792-0111 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Samuel Sinclair.
How long has Samuel been a financial advisor?
Samuel has been in the industry since 2007, about 19 years. More experience than 58% of advisors nationwide.
What licenses does Samuel hold?
Series 66. Tap any license on this page to see what it allows.
Is Samuel a fiduciary?
Samuel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Samuel paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Samuel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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