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Samantha Joy Stogsdill

BMO Capital Markets Corp.

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About Samantha Joy Stogsdill

Samantha Stogsdill is a registered representative with BMO Capital Markets Corp. and Clearpool Execution Services, LLC. Samantha has been in the industry since 2012 and is currently located in New York. Samantha has passed the Securities Industry Essentials Examination (SIE) and the Series 99 Operations Professional Examination. Samantha has experience with KCG AMERICAS LLC and GETCO EXECUTION SERVICES LLC.

Firm Information

Samantha Stogsdill is currently registered with BMO Capital Markets Corp.. BMO Capital Markets Corp. is a Corporation headquartered in NEW YORK, NY. Founded in March 1988, the firm has a broad reach with state-level registrations in all 50 states plus Puerto Rico and the Virgin Islands. It offers investment advisory services, including portfolio management for pooled investment vehicles, and holds approximately $10 billion - $50 billion in assets. BMO Capital Markets Corp. primarily serves investment companies and pooled investment vehicles, with a total of 113 clients and $796,416,350 in regulatory assets under management.
BMO Capital Markets Corp.

151 WEST 42ND STREET

NEW YORK, NY 10036

$796.42M

Assets Under Management

113

Total Clients

178

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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provision of securities trading ideas and research

Provision of securities trading ideas and research

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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percentage of assets

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

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other

Fees for securities trading ideas and research

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Samantha Stogsdill’s Registration & Firm History

NY

01/26/2023 - Present

BMO Capital Markets Corp. (New York NY)

NJ

09/14/2012 - 09/11/2015

KCG AMERICAS LLC (JERSEY CITY NJ)

NJ

10/24/2013 - 02/18/2014

GETCO EXECUTION SERVICES LLC (JERSEY CITY NJ)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/2012

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Samantha Joy Stogsdill.
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