TrueAdvisor
TrueAdvisor
SL
SL

Samantha Lee Lavrich

The Fairman Group, LLC
6 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
The Fairman Group, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
145 clients
Average Client Portfolio
$5.9M average
Assets Under Management
$851.0M

Location

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

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
The Fairman Group, LLC
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2019 - September 2021 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2018 - September 2021 · 3 yrs 2 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.