Sam
Beritela
Sunlight Peaks
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About this Advisor
Sam Beritela is a financial advisor based out of Sparks, Maryland, with 1 year of industry experience. Beritela works at Sunlight Peaks. Throughout their career, they have worked at Wms Partners, Jpb Partners and Sunlight Peaks Financial Partners. Beritela holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to advise clients in Maryland. Sunlight Peaks is an advisory company with a branch in Sparks, Maryland. The investment advisory business has offices in three locations and just three financial advisors. It administers $44 million in assets across its 13 accounts, placing it among the smaller financial advisory firms in the nation by assets under management. Of its 13 client accounts, 100% are associated with high-net-worth clients who have at least $1 million in assets. The firm has a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually depend on the type of financial services offered. However, fees charged by Sunlight Peaks typically consist of fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sunlight Peaks Brokerage Details
$44,386,115
3
13
$3,414,317
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Sam Beritela Work History
Sam has been registered as a financial advisor for 1 years.*
Sunlight Peaks Financial Partners
Wms Partners
Jpb Partners
*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 Sam Beritela 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 Sunlight Peaks
Glenwood Springs, CO
Sparks, MD
Phoenix, AZ
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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