Samantha Cecille Muncy
Investment adviser representative at Evergreen Wealth Advisors
23 yearsExperience
1 stateRegistered in
$112.5MFirm assets
2 yearsFirm in business
Are you Samantha Cecille Muncy? Claim your profile
Contact this firm
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
Experience
23 years in the industry.
- Evergreen Wealth AdvisorsApr 2024 to now
- Evergreen Money AdvisorsDec 2023 to now
- Otis Wealth (subsidiary of Public Holdings)Jul 2022 to Dec 2023
- Open To the Public Investing, Inc.May 2021 to Dec 2023
- Public Holdings, Inc.May 2021 to Dec 2023
- UnemployedJan 2021 to May 2021
- Edward JonesJun 2003 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2006
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
Evergreen Wealth Advisors
$112.5MAssets managed
156Clients
3Advisers
2 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
- 4679238
- Firm CRD
- 326535