Osaic Wealth
44yrs
Top advisor by experience in Katy
9yrs
Samuelson Drumond
Full name on record: Samuelson Itaborai Drumond
Financial advisor at Drumond Wealth Management
Based in Katy, Texas, Samuelson Drumond is a fiduciary financial advisor with 9 years of industry experience. Samuelson joined Drumond Wealth Management in 2024, after a year at Sovereign Wealth Advisors and five years at Edward Jones. Samuelson holds the CFP® designation.
One of 224 advisors with offices in Katy, and one of 208 fiduciaries.
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
OfficeKaty, TX
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$459,484
Advisors at the firm2
States licensed ?1 state
Services through Drumond Wealth Management
Financial planningInvestment management for individuals and small businesses
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
- 2024 – nowDrumond Wealth ManagementCurrent firm
- Jun 2023 – Nov 2024Sovereign Wealth Advisors LLCPreviously
- 2018 – 2023Edward JonesPreviously
Questions to ask Samuelson
Tailored to Samuelson’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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 Samuelson
How do I contact Samuelson?
Call Drumond Wealth Management at (617) 959-2563 and ask for Samuelson Drumond. Samuelson works from the Katy, TX office.
How long has Samuelson been a financial advisor?
Samuelson has been in the industry since 2018, about 9 years. 9 years in the industry.
What licenses does Samuelson hold?
Series 66. Tap any license on this page to see what it allows.
Is Samuelson a fiduciary?
Samuelson is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Samuelson paid?
Drumond Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Samuelson 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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