Samantha
Vient
Ellevest
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About this Advisor
Samantha Vient is a financial advisor based in Costa Mesa, California, working with Ellevest. Samantha has previously held positions at Origin Financial, Mexico Collective, Retirable, and Ellevest. Samantha has passed the Series 65 regulatory exam and is registered to provide services in California, New York, and Texas. Currently, Samantha is part of Ellevest, which operates out of Costa Mesa, California. The firm has 104 employees and manages assets totaling $1.9 billion. The firm serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at Ellevest includes asset-based, hourly, fixed, and other fees.
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Services Offered
Fee Structure
Office Location
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Ellevest Brokerage Details
$1,902,522,616
104
144,143
$13,199
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
Ellevest
Retirable
Ellevest
Retirable
Origin Financial
Mexico Collective
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
Lisle, IL
New York, NY
Chula Vista, CA
Virginia Beach, VA
New York, NY
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