Samara Velloo is a registered investment advisor at Morgan Stanley, based in Santa Rosa, CA, with 1 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
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Assets Under Management
Fee Structure
Location
3562 Round Barn Circle, 1st Floor, Santa Rosa, CA, 95403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Samara operates her LPL business under the DBA GRP Financial. She also works full-time for HUB International and provides full-time administrative support to Global Retirement Partners and GRP Financial, both registered investment advisors.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
State Registrations53 states
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