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Samantha Wendy Silberstein

Motley Fool Wealth Management, LLC

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About Samantha Wendy Silberstein

Samantha Silberstein is a financial advisor with Motley Fool Wealth Management, LLC. Samantha has been in the financial services industry for over 7 years. Samantha holds the Series 7 and Series 63 licenses. Samantha is also a Certified Financial Planner. Samantha works with individuals, corporations, and high-net-worth clients. Samantha's previous experience includes working at TIAA-CREF Individual & Institutional Services, LLC, TD Ameritrade, Inc., Janney Montgomery Scott LLC, and Vanguard Marketing Corporation.

Firm Information

Samantha Silberstein is currently registered with Motley Fool Wealth Management, LLC. Motley Fool Wealth Management, LLC is an Alexandria, Virginia-based Registered Investment Advisor with approximately $1 billion - $10 billion in assets under management. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations and other businesses, and proprietary accounts. They also offer educational seminars and publish periodicals.
Motley Fool Wealth Management, LLC

2000 DUKE STREET

ALEXANDRIA, VA 22314

$2.18B

Assets Under Management

951

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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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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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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other

Publisher provides per-client payment for newsletter subscribers

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Samantha Silberstein’s Registration & Firm History

PA

12/18/2024 - Present

Motley Fool Wealth Management, LLC (Philadelphia PA)

CA

05/18/2020 - 11/30/2023

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (Walnut Creek CA)

CA

09/04/2018 - 04/25/2020

TD AMERITRADE, INC. (SAN DIEGO CA)

PA

04/11/2017 - 08/02/2018

JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)

PA

07/05/2016 - 03/23/2017

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BC

Issued 07/14/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/05/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Samantha Wendy Silberstein. Review regulatory record here.
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