Samantha W. Silberstein

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CRD#: 6662504

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Samantha Wendy Silberstein, CFP®, who also goes by Sam Silberstein, Samantha Silberstein, was a registered financial professional .

Samantha is a previously registered financial professional and started their career in finance in 2016. Samantha had worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Sam Silberstein | Samantha Silberstein

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.

DOTDASH not investment-related private residence in Philadelphia, PA fact checking Contractor November 2023 5-15 hours per month no hours during trading Review articles that are currently published and/or waiting to be published for factual accuracy related to subject matter expertise (trading, student loans, taxes, financial technical analysis, financial planning topics, etc.). This involves researching via approved and vetted resources like IRS.gov, federalreserve.gov, or other applicable agency resources and sites to ensure that the content that is published remains accurate. DALTON EDUCATION not investment-related 3625 Brookside Pkwy, Suite 450, Alpharetta, GA 30022 teaching/education/instruction Contractor 10/02/2023 12 hours per month no hours during trading Instruct students of the program to learn the concepts of the 8 principal knowledge domains and topics set by the CFP board. STUDENT LOAN PLANNER not investment-related private residence in Philadelphia, PA student loan consulting Student Loan Consultant July 2023 <10 hour per month all hours during trading Provide student loan consulting, guidance, and advice. SAMANTHA SILBERSTEIN investment-related private residence in Philadelphia, PA insurance Licensed Insurance Agent 2020 0 hours per month 0 hours during trading Although insurance licensed, not actively selling insurance products. Licenses will expire 1/31/2025.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Experience

Past

December 18, 2024 - July 30, 2025

MOTLEY FOOL WEALTH MANAGEMENT, LLC

RIA

CRD#: 165689

Philadelphia, PA

Past

August 23, 2024 - December 17, 2024

XYPN INVEST

RIA

CRD#: 285967

Philadelphia, PA

Past

December 12, 2023 - July 26, 2024

SLP WEALTH

RIA

CRD#: 325631

PHILADELPHIA, PA

Past

May 18, 2020 - November 30, 2023

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

Walnut Creek, CA

Past

September 4, 2018 - April 25, 2020

TD AMERITRADE, INC.

CRD#: 7870

SAN DIEGO, CA

Past

April 11, 2017 - August 2, 2018

JANNEY MONTGOMERY SCOTT LLC

CRD#: 463

PHILADELPHIA, PA

Past

July 5, 2016 - March 23, 2017

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

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".

MOTLEY FOOL WEALTH MANAGEMENT, LLC

MOTLEY FOOL FINANCIAL PLANNING | MOTLEY FOOL WEALTH MANAGEMENT, LLC | MOTLEY FOOL WEALTH MANAGEMENT | MOTLEY FOOL FINANCIAL PLANNING, LLC

CRD#: 165689 / SEC#: 801-77616

RIA

Registered Investment Advisory firm - (2/11/2013 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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: 7/14/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/5/2016

General Securities Representative Examination

Current Firm

MOTLEY FOOL WEALTH MANAGEMENT, LLC

MOTLEY FOOL FINANCIAL PLANNING | MOTLEY FOOL WEALTH MANAGEMENT, LLC | MOTLEY FOOL WEALTH MANAGEMENT | MOTLEY FOOL FINANCIAL PLANNING, LLC

CRD#: 165689 / SEC#: 801-77616

RIA

Registered Investment Advisory firm - (2/11/2013 Approved)

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Contact information

Main Address

2000 Duke Street Second Floor, Alexandria, VA 22314

Mailing Address

Phone number

(844) 408-4390

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2 COMBINED BROCHURE (7/31/2025)

Regulatory assets under management

Total Number of Accounts	4,406
AUM (Assets Under Management)	$ 2,179,069,480

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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Advisor Monitoring

Firm Stability Insights

Samantha W. Silberstein

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

XYPN INVEST

SLP WEALTH

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TD AMERITRADE, INC.

JANNEY MONTGOMERY SCOTT LLC

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

MOTLEY FOOL WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/14/2016

SIE

Date: 10/1/2018

Series 7

Date: 7/5/2016

Current Firm

MOTLEY FOOL WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MOTLEY FOOL WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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