Samantha Ediger is a CFP-designated registered investment advisor at Morgan Stanley, based in Boulder, CO, with 33 years of industry experience. Samantha is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
1800 Broadway, Suite 120, Boulder, CO, 80302
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Regulatory History (1)
Customer Dispute
April 2009Other 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
Morgan Stanley
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations23 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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