Samantha SullivanCRD Number: 5999620
Current Firm: Las Olas Capital Advisors, LLC
Samantha Sullivan (CRD# 5999620) is an Investment Advisor Representative working at Las Olas Capital Advisors, LLC in Fort Lauderdale, FL and has over 2 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Las Olas Capital Advisors, LLC||Fort Lauderdale, FL||Aug 2015 - Current||2|
|Capital Guardian, LLC||Fort Lauderdale, FL||Aug 2015 - Current||2|
|Ubs Financial Services Inc.||Fort Lauderdale, FL||Jun 2013 - Aug 2015||2|
|Ubs Financial Services Inc.||Fort Lauderdale, FL||Jul 2012 - Jun 2013||< 1|
|Huizenga School Of Business-nova Southeastern University||Fort Lauderdale, FL||Sep 2011 - Jun 2013||1|
|Morgan Stanley||Fort Lauderdale, FL||Sep 2011 - Dec 2012||1|
|Florida State University||Tallahassee, FL||Aug 2007 - Sep 2011||4|
|Nine West||Fort Lauderdale, FL||May 2009 - Aug 2009||< 1|
|Atico International||Fort Lauderdale, FL||May 2007 - Aug 2007||< 1|
|Pine Crest High School||Fort Lauderdale, FL||Aug 2003 - Aug 2007||4|
|Atico International||Fort Lauderdale, FL||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management131MILLIONS
Total Number of Accounts156ACCOUNTS
Average Account Value$841,977
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.