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Sam A Beritela

Sunlight Peaks Financial Partners, LLC

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About Sam A Beritela

Sam Beritela is an investment advisor representative with Sunlight Peaks Financial Partners, LLC. Sam is registered with the state of Maryland as an investment advisor representative. Sam has been in the financial industry since 2010 and has experience in providing financial and corporate strategy consulting. Sam also provides real estate investment consulting through Outlier Realty Capital. Sam has a Series 65 license and is based in Sparks, MD.

Firm Information

Sam Beritela is currently registered with Sunlight Peaks Financial Partners, LLC. Sunlight Peaks Financial Partners, LLC is an investment advisor based in [redacted]. The firm offers financial planning and selection of other advisers services. The firm has 3 investment adviser representatives.

Not reported

Assets Under Management

12

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Sam Beritela’s Registration & Firm History

MD

05/25/2023 - Present

Sunlight Peaks Financial Partners, LLC (Sparks MD)

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Licenses & Designations

IA

Issued 05/05/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sam A Beritela.
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