SM
SM

Samantha Millick

3 Years of Experience
Vienna, VA
Broker

Samantha Millick is a registered investment advisor at Cetera Investment Advisers LLC, based in Vienna, VA, with 3 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
Loading...

Location

1919 Gallows Road Ste 600, Vienna, VA, 22182

Get directions

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.

Learn about disclosures →
Other Business Activities

Samantha works as a client service associate for Egan, Berger and Weiner LLC, a financial services firm, since August 2023. This takes up a full-time commitment.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Vanguard Advisers, INC.
September 2022 - August 2023 · 11 mos
Vanguard Marketing CorporationBroker
August 2022 - August 2023 · 1 yr
State Registrations1 state
VA
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 Millick - Financial Advisor | TrueAdvisor