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Samantha Oldham Moczo

Gill Capital Partners, LLC

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About Samantha Oldham Moczo

Samantha Oldham Moczo is an investment advisor representative at Gill Capital Partners, LLC. Samantha has been in the financial services industry since July 24, 2013. Samantha holds the Series 11 license. Samantha has been registered with FINRA since July 25, 2013. Samantha specializes in providing investment advice to individuals, businesses, pension and profit-sharing plans, corporations, charities, pooled investment vehicles, and government entities. Samantha's firm manages approximately $717,903,721 in assets.

Firm Information

Samantha Moczo is currently registered with Gill Capital Partners, LLC. Gill Capital Partners, LLC is a Denver, Colorado-based Limited Liability Company formed in 2017 that provides investment advisory services to individuals, businesses, charitable organizations, pension plans, and other pooled investment vehicles. The firm manages over $717 million in assets and is registered with the SEC and in ten states.
Gill Capital Partners, LLC

600 S. CHERRY ST.

DENVER, CO 80246-1710

$717.90M

Assets Under Management

8

Total Clients

19

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Samantha Moczo’s Registration & Firm History

CO

07/25/2013 - Present

Gill Capital Partners, LLC (DENVER CO)

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Licenses & Designations

BC

Issued 07/25/2013

Series 11 - Assistant Representative-Order Processing Qualification Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Samantha Oldham Moczo.
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