SE
CFP
SE
CFP
Samantha Ediger is a CFP-designated registered investment advisor at Morgan Stanley, based in Boulder, CO, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
1800 Broadway, Suite 120, Boulder, CO, 80302
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Regulatory History (1)
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Customer Dispute
April 2009Settled
Other Business Activities
Samantha is a partner in TSE Properties, LLC since 2019 and sole proprietor/owner of Mohave, LLC (since 2014) and IHHC, LLC (since 2015), all real estate businesses. She dedicates minimal time outside of business hours to accounting/bookkeeping for these ventures.
Employment History
Current Registrations
Morgan StanleyBroker
November 2019 - Present · 6 yrs 6 mos
Morgan Stanley
November 2019 - Present · 6 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2011 - December 2019 · 8 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - December 2019 · 8 yrs 11 mos
Wells Fargo Investments, LLC
March 2008 - January 2011 · 2 yrs 10 mos
Wells Fargo Investments, LLCBroker
March 2008 - January 2011 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2005 - March 2008 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1993 - March 2008 · 14 yrs 7 mos
State Registrations23 states
AZCACOCTFLMDMIMONCNMNVNYOHORPASCSDTXUTVAWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.