Samantha Wendy Silberstein
Investment adviser representative at Chicory Wealth
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$840.4MFirm 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
Experience
11 years in the industry.
- Chicory WealthJul 2025 to now
- Motley Fool Wealth Management, LLCDec 2024 to Jul 2025
- Xypn InvestJul 2024 to Dec 2024
- Slp WealthDec 2023 to Jul 2024
- DotdashNov 2023 to Dec 2025
- Dalton EducationOct 2023 to Jun 2026
- Student Loan PlannerJul 2023 to Jul 2024
- TIAAMay 2020 to Nov 2023
- TIAA CREF Individual & Institutional Services, LLCMay 2020 to Nov 2023
- TD Ameritrade, Inc.Aug 2018 to Apr 2020
- Janney Montgomery Scott LLCMar 2017 to Aug 2018
- Vanguard Marketing CorporationJun 2016 to Mar 2017
- The Training StationDec 2015 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 1 state (PA).
Chicory Wealth
Legal name: M. Kulyk & Associates, LLC
$840.4MAssets managed
549Clients
16Advisers
8 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
- 6662504
- Firm CRD
- 290887