Samantha AdamsCRD Number: 6235936
Current Firm: Fidelity Personal And Workplace Advisors
Samantha Adams (CRD# 6235936) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in New York, NY and has over 8 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Park Avenue Securities LLC
|Fidelity Investments||New York, NY||Mar 2019 - Current||2|
|Exploring A Potential Business Opportunity & Traveling||New York, NY||Aug 2018 - Feb 2019||< 1|
|Axiom Learning||San Francisco, CA||Jun 2018 - Jul 2018||< 1|
|Wells Fargo Securities||New York, NY||Mar 2015 - May 2018||3|
|Wells Fargo Securities, LLC||New York City, NY||Jun 2013 - Mar 2015||1|
|College Of The Holy Cross||Worcester, MA||Sep 2012 - May 2013||< 1|
|Wells Fargo Securities||New York, NY||Jun 2012 - Aug 2012||< 1|
|College Of The Holy Cross||Worcester, MA||Jan 2012 - May 2012||< 1|
|Kraft Sports Group||Foxborough, MA||Sep 2011 - Jan 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2013|
|S66||NASAA Uniform Combined State Law Examination||Aug 2021|
Total Assets Under Management566,242MILLIONS
Total Number of Accounts1,216,586ACCOUNTS
Average Account Value$465,435
- A percentage of assets under your management
- 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)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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