Samantha
Cash

Fg Advisory Services, LLC

CRD#7904858
Investment Advisor
in Catskill, NY

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About this Advisor

Samantha Cash is a financial advisor based in Catskill, New York, working with Fg Advisory Services, LLC. Samantha has previously held positions at The Financial Gym, Self Employed Financial Coach, Kc Engineering, Crawford & Associates, Hms Host, Potsdam Public Library, NYC Department Of Environmental Protection, and Fg Advisory Services, LLC. Samantha has passed the Series 65 regulatory exam and is registered to provide services in California, New Jersey, and New York. Currently, Samantha is part of Fg Advisory Services, LLC, which operates out of Catskill, New York. The firm has 2 employees and offers services including financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Fg Advisory Services, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Catskill, NY

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Fg Advisory Services, LLC Brokerage Details

Total Number of Employees

2

NY Average: 88

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Samantha Cash Work History

2024 - Present (0 year)

Fg Advisory Services, LLC

2023 - Present (1 year)

The Financial Gym

2022 - 2023 (1 year)

Self Employed Financial Coach

2021 - 2023 (2 years)

Kc Engineering

2020 - 2020 (< 1 year)

Crawford & Associates

2020 - 2020 (< 1 year)

Hms Host

2018 - 2019 (1 year)

Kc Engineering

2017 - 2018 (1 year)

Kc Engineering

2016 - 2016 (< 1 year)

Nyc Department Of Environmental Protection

2015 - 2017 (2 years)

Potsdam Public Libaray

2013 - 2017 (4 years)

Hms Host

Disclosures

Please visit the SEC profile of Samantha Cash 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 Fg Advisory Services, LLC

Joy Liu
Briarcliff Manor, NY
Samantha Cash
Catskill, NY
Shannon Mclay
Briarcliff Manor, NY
Garrett Faulconer
Briarcliff Manor, NY
Erika Moromisato
Garfield, NJ
Kadri Augustin
Union City, NJ
Tina Hang
Briarcliff Manor, NY
Vincent Del Donna
Briarcliff Manor, NY

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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