Samantha Vassallo, financial advisor Palm Beach FL
93 score

Samantha Vassallo

CRD Number: 5539403
Current Firm: Suntrust Investment Services, Inc.

Samantha Vassallo (CRD# 5539403) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Palm Beach, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Bank Boca Raton, FL Jan 2016 - Current < 1
Suntrust Investment Services, Inc. Atlanta, GA Jan 2016 - Current < 1
Suntrust Banks, Inc. Boca Raton, FL Feb 2013 - Jan 2016 2
Suntrust Investment Services, Inc. Atlanta, GA Feb 2013 - Jan 2016 2
Suntrust Investment Services, Inc. Atlanta, GA Jun 2008 - Feb 2013 4
Suntrust Boca Raton, FL May 2008 - Feb 2013 4
Unemployed Boca Raton, FL Jan 2008 - May 2008 < 1
Wachovia Bank, Na Boca Raton, FL Dec 1999 - Dec 2007 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Samantha M. Vassallo
Phone Number: 404-813-8981
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    10,443
    MILLIONS
  • Total Number of Accounts
    26,841
    ACCOUNTS
  • Average Account Value
    $389,077
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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