Samuel Harris, financial advisor Crozet VA

Samuel Harris

CRD Number: 4005743
Current Firm: Patina Wealth

Samuel Harris (CRD# 4005743) is an Investment Advisor Representative working at Patina Wealth in Crozet, VA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Patina Wealth Llc Dba Patina Wealth Fka Piedmont Financial, LLC Crozet, VA May 2017 - Current 6
Piedmont Financial LLC Crozet, VA Mar 2016 - May 2017 1
Tfs Capital LLC Crozet, VA Mar 2004 - Jun 2016 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2016
Contact Info for Samuel C. Harris
Phone Number: 434-282-4284
Registered State(s):
  • TX
  • VA
Current Firm Details
Patina Wealth
Firm's CRD Number: 283813
By the Numbers
  • Total Assets Under Management
    78
    MILLIONS
  • Total Number of Accounts
    301
    ACCOUNTS
  • Average Account Value
    $260,365
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

TX, VA

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