Samantha AwadCRD Number: 3082357
Current Firm: Wells Fargo Clearing Services, LLC
Samantha Awad (CRD# 3082357) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Paramus, NJ and has over 23 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Park Avenue Securities LLC
|Wells Fargo Clearing Services, LLC||Paramus, NJ||Nov 2020 - Current||1|
|Morgan Stanley Private Bank, N.a||New York, NY||Jan 2015 - Current||7|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Nov 2020||5|
|Morgan Stanley Smith Barney||Paramus, NJ||Jun 2009 - Jan 2015||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1999|
|S65||NASAA Investment Advisors Law Examination||Jan 2002|
Total Assets Under Management647,796MILLIONS
Total Number of Accounts1,477,661ACCOUNTS
Average Account Value$438,393
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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