Samantha L Dean
Investment adviser representative at Aerie Advisory Group LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.5BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Aerie Advisory Group, LLCJan 2025 to now
- Highland VenturesJan 2023 to Jan 2025
- Tiedemann AdvisorsFeb 2016 to Jan 2023
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Aerie Advisory Group LLC
$2.5BAssets managed
44Clients
5Advisers
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
- 4240063
- Firm CRD
- 333610