Samantha Novotny, financial advisor Malvern PA

Samantha Novotny

CRD Number: 7087216
Current Firm: Vanguard Advisers, Inc.

Samantha Novotny (CRD# 7087216) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Self Employed Downingtown, PA Jan 2023 - Current 1
The Vanguard Group, Inc. Malvern, PA Mar 2019 - Current 5
The Vanguard Group, Inc. Malvern, PA Jun 2009 - Mar 2019 9
Pennsylvania State University Malvern, PA Sep 2013 - Aug 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Samantha M. Novotny
Phone Number: 610-669-1000
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    333,067
    MILLIONS
  • Total Number of Accounts
    804,462
    ACCOUNTS
  • Average Account Value
    $414,024
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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