Samantha
Gyeszat
Bison Advisors
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About this Advisor
Samantha Gyeszat is a financial advisor based in Sarasota, Florida, working with Bison Advisors. Samantha has previously held positions at Truadvice, LLC, Us Steel, and Bison Advisors. Samantha has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Samantha is part of Bison Advisors, which operates out of Sarasota, Florida. The firm has 15 offices and 39 employees. The firm manages assets totaling $1.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. 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 Bison Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bison Advisors Brokerage Details
$1,156,986,900
39
6,352
$182,145
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 Gyeszat Work History
Bison Advisors
Truadvice, LLC
Us Steel
Disclosures
Please visit the SEC profile of Samantha Gyeszat 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 Bison Advisors
Sarasota, FL
Hartwell, GA
Hartwell, GA
Naples, FL
Sarasota, FL
Tyler, TX
Hartwell, GA
Naples, FL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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