Samantha Lee Lavrich
Investment adviser representative at The Fairman Group, LLC
12 yearsExperience
1 stateRegistered in
$902.1MFirm assets
24 yearsFirm in business
Are you Samantha Lee Lavrich? 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- The Fairman Group, LLCOct 2021 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2018 to Sep 2021
- Alvarez and MarsalMay 2017 to Aug 2017
- Wagner College AthleticsNov 2016 to Mar 2017
- Wagner CollegeAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (PA).
The Fairman Group, LLC
$902.1MAssets managed
142Clients
16Advisers
24 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
- 6904520
- Firm CRD
- 121492