Samantha Powell, financial advisor Los Angeles CA

Samantha Powell

CRD Number: 6771453
Current Firm: New River Investments

Samantha Powell (CRD# 6771453) is an Investment Advisor Representative working at New River Investments in Los Angeles, CA and has over 6 years of experience in the finance industry.

Similar Advisors
Daniel Horgan, financial advisor Los Angeles CA
Daniel C. Horgan
CRD# 1620034
Raymond James & Associates, Inc.
Similar Advisors
Brandon Averill, financial advisor Los Angeles CA
Brandon L. Averill
CRD# 5781614
Awm Capital, LLC
Similar Advisors
John Defonso, financial advisor Los Angeles CA
John P. Defonso
CRD# 6406556
Aqua Capital Advisors
Company Name Location Dates Years
New River Investments Inc. Los Angeles, CA Mar 2017 - Current 7
New River Investments Inc. Los Angeles, CA Apr 2014 - Current 9
J.crew Boston, MA Nov 2011 - Apr 2014 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2017
Contact Info for Samantha D. Powell
Phone Number: 954-333-8803
Registered State(s):
  • CA
Current Firm Details
New River Investments
Firm's CRD Number: 157173
By the Numbers
  • Total Assets Under Management
    37
    MILLIONS
  • Total Number of Accounts
    83
    ACCOUNTS
  • Average Account Value
    $449,508
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

CA, FL, GA, LA, NC, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

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 derived from SEC.gov data covering 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.

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.