Samantha Adams, financial advisor New York NY

Samantha Adams

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Samantha M. Adams
Phone Number: 617-563-7000
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    566,242
    MILLIONS
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
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 businesses (other than small businesses) or institutional clients
  • 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, 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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