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Samantha Craig Vient

Ellevest

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About Samantha Craig Vient

Samantha Craig Vient is a financial advisor with Ellevest. Samantha has been working in the financial industry since 2013 and has a Series 65 license. She has worked at several firms including Origin Financial, Mexico Collective, Retirable and Ellevest. Samantha is a Certified Financial Planner and specializes in financial planning, portfolio management for businesses and individuals, and educational seminars. Samantha has a current registration as an investment advisor representative in New York and Texas. Samantha is currently pending an investment advisor representative registration in California. Samantha works with a wide range of clients, including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

Firm Information

Samantha Vient is currently registered with Ellevest. Ellevest is a registered investment advisor that provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. The firm also offers educational seminars and a wrap fee program. Ellevest has approximately $2.11 billion in regulatory assets under management and 89,871 total client accounts.

$2.11B

Assets Under Management

3,000

Total Clients

32

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning workshops; 1:1 consulting

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Samantha Vient’s Registration & Firm History

CA

05/20/2022 - Present

Ellevest (Costa Mesa CA)

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Licenses & Designations

IA

Issued 06/09/2010

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samantha Craig Vient.
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