Morgan Stanley
47yrs
Top advisor by experience in New York
2yrs
Samuel Barton
Financial advisor at Melius Research
Samuel Barton is a fiduciary financial advisor in New York, New York, with 2 years in the industry. Samuel joined Melius Research in 2025. The firm is paid through hourly fees, subscription fees, and flat fees.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office152 W. 57th St. 6th Floor, New York, NY 10019
FirmMelius Research
How the firm is paid ?Hourly, Subscription, Flat fee
Advisors at the firm24
States licensed ?1 state
Services through Melius Research
Other services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Apr 2025 – nowMelius ResearchCurrent firm
Questions to ask Samuel
Tailored to Samuel’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Samuel
How do I contact Samuel?
Call Melius Research at (212) 503-6205 and ask for Samuel Barton. Samuel works from the New York, NY office.
How long has Samuel been a financial advisor?
Samuel has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Samuel hold?
Series 65. 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?
Melius Research reports being paid by hourly fees, subscription fees, flat or fixed fees. 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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