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 3 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)
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