Samantha
Buck
Windsor Advisory Group, LLC
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About this Advisor
Samantha Buck is a financial advisor based in Columbus, Ohio, working with Windsor Advisory Group, LLC. Samantha has previously held positions at Windsor Advisory Group, LLC, Ohio State Office Of Student Life Disability Services, Grange Insurance, Sloopy's Diner, and Ohio State University. Samantha has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Samantha is part of Windsor Advisory Group, LLC, which operates out of Columbus, Ohio. The firm has 19 employees and manages assets totaling $2.0 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, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Windsor Advisory Group, LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
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Office Location
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Windsor Advisory Group, LLC Brokerage Details
$1,981,102,320
19
1,428
$1,387,327
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Samantha Buck Work History
Windsor Advisory Group, LLC
Grange Insurance
Ohio State Office Of Student Life Disability Services
Sloopy'S Diner
Ohio State University
Disclosures
Please visit the SEC profile of Samantha Buck 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 Windsor Advisory Group, LLC
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
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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