Samantha Rae Grieco
Investment adviser representative at T.M. Wealth Management
12 yearsExperience
1 stateRegistered in
$209.8MFirm assets
4 yearsFirm 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 assetsHourlyFixed or flat fee
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
12 years in the industry.
- T.M. Wealth ManagementMar 2025 to now
- Morgan Stanley Private Bank, N.AApr 2023 to Mar 2025
- Morgan Stanley Smith Barney LLCApr 2023 to Mar 2025
- Bank of America, N.A.Jun 2022 to Apr 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2022 to Apr 2023
- E*trade Securities, LLCApr 2017 to Oct 2017
- Charles Schwab BankJun 2014 to Apr 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (VA).
T.M. Wealth Management
Legal name: T.M. Wealth Management, LLC
$209.8MAssets managed
99Clients
2Advisers
4 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
- 6373015
- Firm CRD
- 287965