SF
SF

Samantha Favis

15 Years of Experience
Greenwood Village, CO
Broker

Samantha Favis is a registered investment advisor at Morgan Stanley, based in Greenwood Village, CO, with 15 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

5251 DTC Parkway, Suite 1500, Greenwood Village, CO, 80111

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Samantha is a manager for Zriwesa LLC, Briwesa LLC, Ariwesa LLC, and Criwesa LLC, real estate businesses in Leesburg, Florida, since January 2025. This activity does not take up any of Samantha's time during or after business hours.

Employment History
Current Registrations
Morgan Stanley
November 2023 - Present · 2 yrs 6 mos
Morgan StanleyBroker
May 2023 - Present · 3 yrs
Previous Registrations
Morgan Stanley & CO. LLCBroker
May 2017 - May 2023 · 6 yrs
First Republic Securities Company, LLCBroker
September 2015 - March 2017 · 1 yr 6 mos
Constellation Wealth Advisors LLCBroker
July 2013 - September 2015 · 2 yrs 2 mos
Morgan StanleyBroker
August 2010 - July 2013 · 2 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.