Samantha Claire Belport
Investment adviser representative at Wells Fargo Advisors
13 yearsExperience
1 stateRegistered in
$252.3BFirm assets
26 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Wells Fargo Advisors Financial Network, LLCMar 2023 to now
- Wells Fargo Clearing Services, LLCAug 2020 to Mar 2023
- Cooperative Educational ServicesAug 2019 to Aug 2020
- Momentum Professional Behavioral Health ServicesSep 2018 to Dec 2018
- Wells Fargo AdvisorsJun 2018 to Jul 2018
- University of Rhode IslandSep 2015 to May 2019
- Mill River Country ClubMar 2013 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CT).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 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
- 6972654
- Firm CRD
- 11025