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Samantha Viviane Torres

Avier Wealth Advisors

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About Samantha Viviane Torres

Samantha Viviane Torres is a financial advisor with Avier Wealth Advisors. Samantha is based in Bellevue, Washington. Samantha has been a registered investment advisor for over 8 years. Samantha has a Series 6, Series 63 and SIE license and is a Certified Financial Planner™. Samantha has experience working with both high-net-worth individuals and individuals other than high-net-worth.

Firm Information

Samantha Torres is currently registered with Avier Wealth Advisors. Avier Wealth Advisors is a registered investment advisor based in Bellevue, WA. They provide financial planning and portfolio management services to individuals, including high-net-worth individuals, and individuals other than high-net-worth. Their services are also available for educational seminars. The firm manages $785,980,266 in regulatory assets, including $639,607,054 in discretionary assets. They are active on various social media platforms, including Instagram, YouTube, LinkedIn, and Facebook.
Avier Wealth Advisors

10655 NE 4TH STREET

BELLEVUE, WA 98004

$785.98M

Assets Under Management

Not reported

Total Clients

14

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 Torres’s Registration & Firm History

WA

07/18/2023 - Present

Avier Wealth Advisors (BELLEVUE WA)

CA

11/15/2014 - 03/06/2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAN DIEGO CA)

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Licenses & Designations

BC

Issued 12/23/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samantha Viviane Torres.
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