TrueAdvisor
TrueAdvisor
SF
CFP
SF
CFP

Samantha Fraelich-Rohe

Private Advisor Group, LLC
24 Years of Experience
Bethesda, MD
BrokerSells Insurance
View SEC Summary
View SEC Summary

Samantha Fraelich-Rohe is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Bethesda, MD, with 24 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 Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.

Private Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
930 advisors
Number of Clients
142,225 clients
Average Client Portfolio
$312K average
Assets Under Management
$44.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6550 Rock Spring Drive Ste. 535, Bethesda, MD, 20817

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Samantha is affiliated with multiple entities, including ABC Holdings where she sells non-variable insurance products (long-term care, life, and disability), taking minimal time. She also spends nearly all of her time on investment-related activities through Financial Advocacy Network, Integrigen Wealth Management, Maryland Financial Group, Inc., and Samantha Fraelich-Rohe LLC.

Employment History
Current Registrations
Private Advisor Group, LLC
June 2025 - Present · 1 yr 4 mos
LPL Financial LLC
May 2015 - Present · 11 yrs 5 mos
LPL Financial LLCBroker
May 2015 - Present · 11 yrs 5 mos
Previous Registrations
LPL Financial LLC
April 2018 - October 2020 · 2 yrs 6 mos
Maryland Financial Group, INC.
May 2015 - July 2025 · 10 yrs 2 mos
NFP Advisor Services, LLC
October 2008 - April 2015 · 6 yrs 6 mos
NFP Advisor Services, LLCBroker
September 2003 - April 2015 · 11 yrs 7 mos
UBS Financial Services INC.
August 2001 - June 2003 · 1 yr 10 mos
UBS Financial Services INC.Broker
August 2001 - June 2003 · 1 yr 10 mos
State Registrations23 states
CACOCTDCDEFLGAIDILKYMAMDMNNJNYOHORPARISCTXVAWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
More Advisors
More financial advisors in Bethesda, MD →All financial advisors in Maryland →