TrueAdvisor
TrueAdvisor
SV
CFP
SV
CFP

Samantha Craig Vient

Ellevest
6 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningSocially Responsible InvestingWomen
Ellevest
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
79,645 clients
Average Client Portfolio
$27K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee

Location

Costa Mesa, CA

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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.

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Employment History
Current Registrations
Ellevest
May 2022 - Present · 3 yrs 9 mos
Previous Registrations
Retirable
March 2022 - June 2022 · 3 mos
Ellevest
April 2021 - March 2022 · 11 mos
Origin Financial
February 2021 - March 2021 · 1 mo
Learnvest Planning Services, LLC
January 2013 - June 2013 · 5 mos
Craig Advisors, Incorporated
September 2010 - July 2012 · 1 yr 10 mos
State Registrations3 states
CANYTX
Advisor
Exams
No exam information available for this advisor.