Samantha Vulpis, financial advisor Great Neck NY
89 score

Samantha Vulpis

CRD Number: 6248789
Current Firm: Morgan Stanley

Samantha Vulpis (CRD# 6248789) is an Investment Advisor Representative working at Morgan Stanley in Great Neck, NY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Great Neck, NY Sep 2013 - Current 3
Binghamton University Binghamton, NY Aug 2009 - Jun 2013 3
Amphora, Inc. Stamford, CT Jul 2012 - Aug 2012 < 1
Tradition Financial Services New York, NY May 2012 - Jun 2012 < 1
Commack High School Commack, NY Sep 2005 - Jul 2009 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2013
S63 Uniform Securities State Law Examination Aug 2013
Contact Info for Samantha A. Vulpis
Phone Number: 914-225-5510
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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