Sam
Movish

Stancorp Investment Advisers, Inc

CRD#7623073
Investment Advisor
in Portland, OR

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About this Advisor

Sam Movish is a financial advisor based in Portland, Oregon, working with Stancorp Investment Advisers, Inc. Sam has previously held positions at Stancorp Investment Advisers, Inc, Fisher Investments, National Student Leadership Foundation, Chipotle Mexican Grill, and Rue21. Sam has passed the Series 65 regulatory exam and is registered to provide services in Oregon. Currently, Sam is part of Stancorp Investment Advisers, Inc, which operates out of Portland, Oregon. The firm has 1 office and 112 employees. The firm manages assets totaling $34.4 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and pension consulting services. The fee structure at Stancorp Investment Advisers, Inc includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

Portland, OR

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Stancorp Investment Advisers, Inc Brokerage Details

Total Assets Under Management

$34,385,256,113

OR Average: $1,120,203,312
Total Number of Employees

112

OR Average: 50
Total Number of Accounts

126,310

OR Average: 1,309
Average Account Size

$272,229

OR Average: $855,770

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Sam Movish Work History

2021 - Present (3 years)

Stancorp Investment Advisers, Inc

2021 - 2021 (< 1 year)

Fisher Investments

2018 - 2021 (3 years)

Fisher Investments

2015 - 2017 (2 years)

National Student Leadership Foundation

2015 - 2015 (< 1 year)

Chipotle Mexican Grill

2011 - 2014 (3 years)

Rue21

Disclosures

Please visit the SEC profile of Sam Movish 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 Stancorp Investment Advisers, Inc

Albert Maixner
Portland, OR
Bradley Weber
Denver, CO
Douglas Corra
Portland, OR
James Mcdowell
Portland, OR
Taylor Smith
Portland, OR
Rian Clark
Portland, OR
Kyle Worley
Portland, OR
John Lavin
Portland, OR

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