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Samantha Nash

Prostatis Financial Advisors Group

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About Samantha Nash

Samantha Nash is a financial advisor with Prostatis Financial Advisors Group. Samantha has been in the industry since 2022 and has experience providing financial planning and portfolio management for individuals. Samantha is registered with the state of Maryland as an Investment Advisor Representative. Prior to joining Prostatis, Samantha worked at LPL Financial and SFG Wealth Management.

Firm Information

Samantha Nash is currently registered with Prostatis Financial Advisors Group. Prostatis Financial Advisors Group is an investment advisory firm headquartered in HANOVER, MD, with 19 employees and a team of 14 investment advisory representatives. They manage approximately $405 million in client assets, with a focus on portfolio management for individuals and financial planning services. Prostatis Financial Advisors Group serves a wide range of clients, including high-net-worth individuals and individuals other than high-net-worth.
Prostatis Financial Advisors Group

7580 BUCKINGHAM BLVD, SUITE 180

HANOVER, MD 21076

$405.00M

Assets Under Management

278

Total Clients

15

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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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 Nash’s Registration & Firm History

MD

05/13/2024 - Present

Prostatis Financial Advisors Group (Hanover MD)

MD

10/07/2022 - 05/29/2024

LPL FINANCIAL LLC (TOWSON MD)

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Licenses & Designations

BOTH

Issued 01/13/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/07/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/03/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samantha Nash.
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