Samantha Booth, financial advisor Goshen NY

Samantha Booth

CRD Number: 7053733
Current Firm: Hudson Valley Investment Advisors, Inc.

Samantha Booth (CRD# 7053733) is an Investment Advisor Representative working at Hudson Valley Investment Advisors, Inc. in Goshen, NY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Hudson Valley Investment Advisors, Inc. Goshen, NY Feb 2022 - Current < 1
Bank Of America, N.a. Summit, NJ Apr 2020 - Feb 2022 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Summit, NJ Dec 2018 - Feb 2022 3
Drew University Madison, NJ Aug 2015 - Mar 2019 3
Haymarket Wealth Management Madison, NJ Jun 2018 - Aug 2018 < 1
Drew University Madison, NJ Aug 2016 - May 2018 1
Market Street Mission Morristown, NJ Sep 2016 - Dec 2016 < 1
Montville Township High School Montville, NJ Sep 2012 - Jun 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Samantha M. Booth
Phone Number: 845-294-6127
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    1,000
    MILLIONS
  • Total Number of Accounts
    1,565
    ACCOUNTS
  • Average Account Value
    $638,931
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • 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

CA, CO, CT, FL, LA, MA, MD, NC, NE, NH, NJ, NY, PA, SC, TN, TX, VA, VT

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