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Samantha Seeley

1 Year of Experience
Delta, CO
Broker

Samantha Seeley is a registered investment advisor at Cetera Investment Advisers LLC, based in Delta, CO, with 1 years of industry experience. Samantha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

811 Main St, Delta, CO, 81416

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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 works as a financial professional and administrative assistant for Renae Coffman Wealth Management Group, dedicating a full-time workload to this role. She also works as a notary public, spending minimal time on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 7 mos
Cetera Advisors LLCBroker
September 2024 - Present · 2 yrs
State Registrations13 states
AKAZCACOFLIAIDMTNENVTXUTWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.