Samanthia Sarvis Smith
Investment adviser representative at Raymond James & Associates, Inc.
25 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$501BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
25 years in the industry.
- Raymond James & Associates, Inc.Feb 2026 to now
- Capital Investment Advisory Services, LLCJun 2025 to Feb 2026
- Capital Investment Group, IncJun 2025 to Feb 2026
- LPL Financial, LLCJul 2021 to Jun 2025
- Fidelity Bank of NcJun 2021 to Feb 2026
- Truist Advisory Services, Inc.Feb 2021 to Jun 2021
- Truist Investment Services, Inc.Feb 2021 to Jun 2021
- Bb&tJan 2019 to Jun 2021
- Bb&t Securities, LLCJan 2018 to Jun 2021
- Bb&t BankSep 2012 to Jan 2019
- Bb&t Investment Services, IncMar 2001 to Jun 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (NC).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2987539
- Firm CRD
- 705