Samantha V. Torres

AVIER WEALTH ADVISORS

Bellevue, WA 98004

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CRD#: 6341928

Professional summary

Samantha Viviane Torres, CFP®, who also goes by Samantha VIviane Torres Fernandez, is a registered financial advisor currently at AVIER WEALTH ADVISORS located in Bellevue, Washington.

Samantha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Samantha has worked at 4 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Samantha Viviane Torres Fernandez

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

100% OWNER, SATYA PRACTICE, 1011 146th ct, VANCOUVER, WA 98683, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 10/03/2019, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, GUIDING PEOPLE THROUGH SPIRITUAL DISCUSSIONS AND MOVEMENT THROUGH YOGA

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samantha Viviane Torres's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

July 18, 2023 - Present

AVIER WEALTH ADVISORS

Office #1: 10655 Ne 4th Street Suite 500, Bellevue, WA 98004

RIA

CRD#: 161077

Bellevue, WA

Past

July 21, 2022 - May 1, 2023

VISTA CAPITAL PARTNERS, INC.

RIA

CRD#: 114913

PORTLAND, OR

Past

March 10, 2020 - May 12, 2022

FISHER INVESTMENTS

RIA

CRD#: 107342

CAMAS, WA

Past

November 15, 2014 - March 6, 2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

SAN DIEGO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AVIER WEALTH ADVISORS

AVIER WEALTH ADVISORS | RETIREMENT ASSET MANAGEMENT | RAM INVESTMENT PARTNERS, LLC

CRD#: 161077 / SEC#: 801-73301

RIA

Registered Investment Advisory firm - (3/14/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(7/18/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/23/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 11/15/2014

Investment Company Products/Variable Contracts Representative Examination

Current Firm

AVIER WEALTH ADVISORS

AVIER WEALTH ADVISORS | RETIREMENT ASSET MANAGEMENT | RAM INVESTMENT PARTNERS, LLC

CRD#: 161077 / SEC#: 801-73301

RIA

Registered Investment Advisory firm - (3/14/2012 Approved)

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Contact information

Main Address

10655 Ne 4th Street Suite 500, Bellevue, WA 98004

Mailing Address

Phone number

(425) 467-1011

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AVIER WEALTH ADVISORS ADV PART 2 10.29.2025 (11/5/2025)

Regulatory assets under management

Total Number of Accounts	2,477
AUM (Assets Under Management)	$ 964,391,865

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.

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Samantha V. Torres

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samantha Viviane Torres's CRS (Customer Relationship Summary).

Certified licenses

Experience

AVIER WEALTH ADVISORS

VISTA CAPITAL PARTNERS, INC.

FISHER INVESTMENTS

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

AVIER WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 12/23/2014

SIE

Date: 10/1/2018

Series 6

Date: 11/15/2014

Current Firm

AVIER WEALTH ADVISORS

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AVIER WEALTH ADVISORS

TRUST BUT VERIFY

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