Samantha
Schnurr

Fintrust Capital Advisors, LLC

CRD#7320032
Investment Advisor
in Athens, GA

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About this Advisor

Samantha Schnurr is a financial advisor working in Athens, Georgia who has 1 year of industry experience. Schnurr is on the advisory team at Fintrust Capital Advisors, LLC. The advisor has gained experience at Fintrust Capital Advisors, LLC, Walker'S Coffee And Pub, Galecki Financial Management, Biaggi'S Ristorante Italiano, Old Crown Coffee Roasters, Terry Anderson'S State Farm Office and Applebee'S. Schnurr maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to serve investors in Georgia. Fintrust Capital Advisors, LLC is a financial advisory firm that has its headquarters in Greenville, SC. It has offices in three locations and a total of 44 people on staff. It controls $2 billion in assets under management across its 2,083 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 14 charities and foundations. Of its 2,083 client accounts, 25% are associated with high-net-worth investors who have greater than $1 million in assets. Fintrust Capital Advisors, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees usually are based on the financial services provided. Fee types charged by Fintrust Capital Advisors, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1550 Timothy Road Suite 102
Athens, GA 30606

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Fintrust Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$1,724,645,328

GA Average: $646,059,043
Total Number of Employees

44

GA Average: 13
Total Number of Accounts

2,083

GA Average: 661
Average Account Size

$827,962

GA Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Samantha Schnurr Work History

Samantha has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Fintrust Capital Advisors, LLC

2020 - 2021 (1 year)

Walker'S Coffee And Pub

2018 - 2020 (2 years)

Galecki Financial Management

2017 - 2018 (1 year)

Biaggi'S Ristorante Italiano

2016 - 2017 (1 year)

Old Crown Coffee Roasters

2016 - 2016 (< 1 year)

Terry Anderson'S State Farm Office

2013 - 2015 (2 years)

Applebee'S

*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 Schnurr 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 Fintrust Capital Advisors, LLC

Samantha Schnurr
Athens, GA
David Lewis
Greenville, SC
Thomas Sheridan
Greenville, SC
Bethany Thompson
Greenville, SC
Dillon Brooks
Greenville, SC
Douglas Myers
Alpharetta, GA
Harry Popper
Macon, GA
Paul Gordon
Greenville, SC

The content in this profile was updated by SmartAsset on 4/16/2023. 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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