Samantha
Pezzute
Sheaff Brock Investment Advisors, LLC
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About this Advisor
Samantha Pezzute is a financial advisor based in Indianapolis, Indiana, working with Sheaff Brock Investment Advisors, LLC. Samantha has previously held positions at Jpmorgan Chase Bank Na, Mark Wise, Northwestern Mutual Investment Services LLC, Charles Schwab, Northwestern Mutual Wealth Management Company, Sheaff Brock Investment Advisors, LLC, Salzinger Sheaff Brock. LLC, and Innovative Portfolios, LLC. Samantha has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Indiana. Currently, Samantha is part of Sheaff Brock Investment Advisors, LLC, which operates out of Indianapolis, Indiana. The firm has 25 employees and manages assets totaling $1.4 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Sheaff Brock Investment Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sheaff Brock Investment Advisors, LLC Brokerage Details
$1,350,940,663
25
1,998
$676,146
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Samantha Pezzute Work History
Innovative Portfolios, LLC
Sheaff Brock Investment Advisors, LLC
Salzinger Sheaff Brock. LLC
Mark Wise
Northwestern Mutual Investment Services LLC
Northwestern Mutual Wealth Management Company
Jpmorgan Chase Bank Na
Jpmorgan Chase Bank Na
Charles Schwab
Disclosures
Please visit the SEC profile of Samantha Pezzute 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 Sheaff Brock Investment Advisors, LLC
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
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