Samah S. Naguib
Professional summary
Samah Sami Naguib, who also goes by Sammy Naguib, is a registered financial advisor currently at PLEASANTON WEALTH located in Pleasanton, California.
Samah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Samah has worked at 2 firms and has passed the SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Samah Sami Naguib's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 3, 2019 - Present
PLEASANTON WEALTH
Office #1: 218 Ray Street, Pleasanton, CA 94566July 26, 2013 - September 21, 2018
CHARLES SCHWAB & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/3/2019)
Exams
Current Firm
PLEASANTON WEALTH
CRD#: 299123 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 30 |
| AUM (Assets Under Management) | $ 5,400,910 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
