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Samantha Kay

2 Years of Experience
West Nyack, NY
Broker

Samantha Kay is a registered investment advisor at Raymond James & Associates, INC., based in West Nyack, NY, with 2 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1 Crosfield Avenue, Suite 102, West Nyack, NY, 10994

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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 the head cheerleading coach at Albertus Magnus High School since August 2023. This activity takes about 10-20% of her time and is not investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.
March 2025 - Present · 1 yr 2 mos
Raymond James & Associates, INC.Broker
April 2023 - Present · 3 yrs 1 mo
State Registrations1 state
NY
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.
Samantha Kay - Financial Advisor | TrueAdvisor