Samantha
Vient
Ellevest
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About this Advisor
Samantha Vient is a certified financial planner working out of Costa Mesa, California, who has 1 year of industry experience. Vient is an advisor for Ellevest. During their career, Vient has held roles at Learnvest Planning Services, LLC, Origin Financial, Mexico Collective, Retirable and Ellevest. Vient has a Series 65 license, which qualifies them as an investment advisor representative, and is approved to operate in California, New York and Texas. Ellevest is an advisory firm based out of New York, NY. It handles $2 billion in assets among its 146,549 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to five charitable organizations. Ellevest offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Fees charged by financial advisors usually depend on the services. Fee types charged by Ellevest most likely consist of some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ellevest Brokerage Details
$1,617,711,600
108
146,549
$11,039
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Samantha Vient Work History
Samantha has been registered as a financial advisor for 1 years.*
Ellevest
Retirable
Ellevest
Retirable
Origin Financial
Mexico Collective
Learnvest Planning Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Samantha Vient to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ellevest
New York, NY
New York, NY
New York, NY
New York, NY
Virginia Beach, VA
New York, NY
New York, NY
Costa Mesa, CA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
