Samantha Grieco, financial advisor Arlington VA

Samantha Grieco

CRD Number: 6373015
Current Firm: Charles Schwab & Company, Inc.

Samantha Grieco (CRD# 6373015) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Arlington, VA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Arlington, VA Nov 2017 - Current 4
Charles Schwab Bank Arlington, VA Nov 2017 - Current 4
E*trade Securities LLC Washington, DC Apr 2017 - Oct 2017 < 1
E*trade Capital Management LLC Washington, DC Apr 2017 - Oct 2017 < 1
Charles Schwab & Company, Inc. Manhasset, NY Jun 2014 - Apr 2017 2
Charles Schwab Bank Manhasset, NY Jun 2014 - Apr 2017 2
North Hempstead Country Club Port Washington, NY May 2010 - Jun 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2015
S65 NASAA Investment Advisors Law Examination Aug 2016
Contact Info for Samantha R. Grieco
Phone Number: 415-667-7000
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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