Samrang Vattana Hai, financial advisor Towson MD

Samrang Vattana Hai

CRD Number: 2776103
Current Firm: Partnership Wealth Management

Samrang Vattana Hai (CRD# 2776103) is an Investment Advisor Representative working at Partnership Wealth Management in Towson, MD and has over 26 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Partnership Wealth Management Baltimore, MD Oct 2020 - Current 3
Dover Road, Llc Dba Belleros Capital Management Hunt Valley, MD Apr 2018 - Current 5
Horan Capital Management, LLC Hunt Valley, MD Oct 2014 - Jun 2018 3
Unemployed Baltimore, MD Aug 2014 - Oct 2014 < 1
Iam National Pension Fund Washinton, DC Feb 2009 - Aug 2014 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 1998
Contact Info for Samrang Vattana Hai
Phone Number: (410) 732-2633
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    189
    MILLIONS
  • Total Number of Accounts
    484
    ACCOUNTS
  • Average Account Value
    $391,322
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AZ, CA, DC, DE, FL, MD, NY, PA, TX, VA

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