Samantha Mckee is a CFP-designated registered investment advisor, based in Moorestown, NJ, with 4 years of industry experience.
Location
224 Strawbridge Dr, Ste 110, Moorestown, NJ, 08057
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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 →Employment History
Current Registrations
Sanctuary Securities, INC.
August 2024 - Present · 1 yr 9 mos
Sanctuary Advisors, LLC
August 2024 - Present · 1 yr 9 mos
Sanctuary Securities, INC.Broker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Commonwealth Financial Network
March 2022 - August 2024 · 2 yrs 5 mos
Commonwealth Financial NetworkBroker
November 2021 - August 2024 · 2 yrs 9 mos
State Registrations2 states
NJPA
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.