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Samantha Louise dickinson McGarrity

Tradewinds Capital Management, LLC

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About Samantha Louise dickinson McGarrity

Samantha Louise Dickinson McGarrity is a financial advisor at Tradewinds Capital Management, LLC in Bellingham, Washington. Samantha has been in the industry since October 2018 and has a Series 66, Series 7, and SIE license. Samantha holds a Certified Financial Planner designation. Samantha specializes in financial planning, pension consulting, and portfolio management for both individuals and businesses. Samantha's previous employment was at Saturna Brokerage Services, Inc.

Firm Information

Samantha McGarrity is currently registered with Tradewinds Capital Management, LLC. Tradewinds Capital Management, LLC is an investment advisor located in Bellingham, WA, with approximately $523,698,592 in regulatory assets under management. The firm offers financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. They have 2,483 accounts, including 135 high net worth individuals, 5 corporations, and 1,014 individuals other than high net worth.
Tradewinds Capital Management, LLC

2211 RIMLAND DRIVE

BELLINGHAM, WA 98226

$523.70M

Assets Under Management

Not reported

Total Clients

8

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Samantha McGarrity’s Registration & Firm History

WA

08/07/2023 - Present

Tradewinds Capital Management, LLC (BELLINGHAM WA)

WA

10/04/2018 - 07/27/2023

SATURNA BROKERAGE SERVICES, INC (BELLINGHAM WA)

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Licenses & Designations

BOTH

Issued 01/15/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/05/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samantha Louise dickinson McGarrity.
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