SM
Samanda Morales
WELLFIN360
Lynnfield, MA
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CRD#: 7839891
SM
Professional summary
Samanda Morales is a registered financial advisor currently at WELLFIN360 located in Lynnfield, Massachusetts.
Samanda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Samanda has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Samanda Morales is the Co-Founder and CEO at Ahora Inc. She provides guidance, strategic direction and participates in fundraising activities. This is not investment related, does not pose a conflict of interest and is generally performed outside of trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Samanda Morales's 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®
NoneExperience
Current
April 12, 2024 - Present
WELLFIN360
RIA
CRD#: 329254
Lynnfield, MA
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
Massachusetts(4/12/2024)
Current Firm
WE
WELLFIN360
WELLFIN360 | WELLFIN360 LLC
CRD#: 329254 / SEC#:
Massachusetts
Registered Investment Advisory firm - (4/12/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Lynnfield, MA
Mailing Address
Po Box 1301, Lynnfield, MA 01940
Phone number
(781) 460-8118
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 7 |
| AUM (Assets Under Management) | $ 734,308 |
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.
