Samantha L. Lavrich

THE FAIRMAN GROUP

Chesterbrook, PA 19087-5570

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CRD#: 6904520

Professional summary

Samantha Lee Lavrich, who also goes by Samantha Lavrich, is a registered financial advisor currently at THE FAIRMAN GROUP, LLC located in Chesterbrook, Pennsylvania.

Samantha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Samantha has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Samantha Lavrich

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samantha Lee Lavrich'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®

None

Experience

Current

March 29, 2022 - Present

THE FAIRMAN GROUP, LLC

Office #1: 1200 Liberty Ridge Dr Ste 320, Chesterbrook, PA 19087-5570

RIA

CRD#: 121492

Chesterbrook, PA

Past

May 28, 2019 - September 17, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

WAYNE, PA

Past

July 10, 2018 - September 17, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

WAYNE, 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".

THE FAIRMAN GROUP, LLC

CRD#: 121492 / SEC#: 801-61326

RIA

Registered Investment Advisory firm - (7/19/2002 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

Pennsylvania
(3/29/2022)

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

IAR

Series 66

Date: 5/24/2019

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/10/2018

General Securities Representative Examination

Current Firm

THE FAIRMAN GROUP, LLC

CRD#: 121492 / SEC#: 801-61326

RIA

Registered Investment Advisory firm - (7/19/2002 Approved)

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Contact information

Main Address

1200 Liberty Ridge Dr Ste 320, Chesterbrook, PA 19087-5570

Mailing Address

Phone number

(610) 889-7300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV, PART 2B BROCHURE (3/27/2025)

FORM ADV PART 2A BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	1,025
AUM (Assets Under Management)	$ 851,000,605

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/28/2024	Cover Page	Report
09/28/2023	Cover Page	Report
10/28/2022	Cover Page	Report
03/28/2022	Cover Page	Report

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 L. Lavrich

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samantha Lee Lavrich's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE FAIRMAN GROUP, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

THE FAIRMAN GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/24/2019

SIE

Date: 10/1/2018

Series 7

Date: 7/10/2018

Current Firm

THE FAIRMAN GROUP, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

THE FAIRMAN GROUP, LLC

TRUST BUT VERIFY

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