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Samantha Lyn Vicchiarelli

Alexis Advisors

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About Samantha Lyn Vicchiarelli

Samantha Vicchiarelli is an investment advisor representative at Alexis Advisors. Samantha has been in the industry since January 2017 and has a Series 7, Series 66 and SIE. Samantha specializes in financial planning and portfolio management for individuals.

Firm Information

Samantha Vicchiarelli is currently registered with Alexis Advisors. Alexis Advisors is a financial advisory firm that provides financial planning and portfolio management services for individuals, high-net-worth individuals, and charitable organizations. They have a strong track record of success, managing over $52 million in assets for over 240 clients. The firm is committed to providing personalized advice and guidance to help clients achieve their financial goals.

$52.88M

Assets Under Management

Not reported

Total Clients

2

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 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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percentage of assets

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

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Samantha Vicchiarelli’s Registration & Firm History

VA

05/17/2023 - Present

Alexis Advisors (RICHMOND VA)

NJ

01/30/2017 - 04/20/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EGG HARBOR TOWNSHIP NJ)

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Licenses & Designations

BOTH

Issued 05/05/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/30/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samantha Lyn Vicchiarelli.
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