Samuel Carter Harris
Investment adviser representative at Patina Wealth
10 yearsExperience
2 statesRegistered in
$129.2MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
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
10 years in the industry.
- Patina Wealth LLC dba Patina Wealth Fka Piedmont Financial, LLCMay 2017 to now
- Patina WealthMay 2016 to now
- Piedmont Financial LLCMar 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Patina Wealth
Legal name: Patina Wealth LLC
$129.2MAssets managed
173Clients
2Advisers
Under 1 yearIn 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
- 4005743
- Firm CRD
- 283813