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Samantha Xu quxia Kennedy

Investment adviser representative at Composition Wealth, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$9.5BFirm 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.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

14 years in the industry.

  1. Composition Wealth, LLCSep 2024 to now
  2. Mainsail Financial GroupMar 2020 to Aug 2024
  3. Commonwealth Financial NetworkMar 2020 to Apr 2022
  4. Global View Capital Management, LtdAug 2015 to Mar 2020
  5. Global View Capital Advisors, LtdFeb 2015 to Mar 2020
  6. Cambridge Management Inc.Feb 2012 to Aug 2019

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2015
  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 1 state (WA).

Composition Wealth, LLC

$9.5BAssets managed
3,986Clients
79Advisers
14 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
6546883
Firm CRD
143483
Advisor's SEC record (opens in a new tab)
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