Samantha L. Vicchiarelli
Professional summary
Samantha Lyn Vicchiarelli, ChFC®, who also goes by Samantha L VIcchiarelli, is a registered financial advisor currently at ALEXIS ADVISORS located in New Cumberland, Pennsylvania.
Samantha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Samantha has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Samantha Lyn Vicchiarelli's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 17, 2023 - Present
ALEXIS ADVISORS
May 8, 2017 - April 20, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 30, 2017 - April 20, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/22/2025)
(5/17/2023)
Exams
Current Firm
ALEXIS ADVISORS
CRD#: 167075 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 236 |
| AUM (Assets Under Management) | $ 55,384,653 |
Red Flags
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