Samantha Belport (CRD# 6972654) is an Investment Advisor Representative working at Wells Fargo Advisors in Old Greenwich, CT and has over 2 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 4632189
Sarsi, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Wells Fargo Advisors Financial Network, LLC | Old Greenwich, CT | Mar 2023 - Current | 1 |
Wells Fargo Clearing Services, LLC | Westport, CT | Aug 2020 - Mar 2023 | 2 |
Cooperative Educational Services | Trumbull, CT | Aug 2019 - Aug 2020 | 1 |
University Of Rhode Island | Kingston, RI | Sep 2015 - May 2019 | 3 |
Momentum Professional Behavioral Health Services | Greenville, RI | Sep 2018 - Dec 2018 | < 1 |
Wells Fargo Advisors | Westport, CT | Jun 2018 - Jul 2018 | < 1 |
Mill River Country Club | Stratford, CT | Mar 2013 - Sep 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2021 |
S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- CT
-
Total Assets Under Management154,192MILLIONS
-
Total Number of Accounts346,499ACCOUNTS
-
Average Account Value$445,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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