Samantha Marie Booth
Investment adviser representative at Beacon Trust
11 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$4.4BFirm 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.
- Beacon TrustNov 2025 to now
- Orange Investment AdvisorsFeb 2022 to Nov 2025
- Bank of America, N.A.Apr 2020 to Feb 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2018 to Feb 2022
- Haymarket Wealth ManagementJun 2018 to Aug 2018
- Market Street MissionSep 2016 to Dec 2016
- Drew UniversityAug 2015 to Mar 2019
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Beacon Trust
Legal name: Beacon Investment Advisory Services, Inc.
$4.4BAssets managed
2,939Clients
30Advisers
11 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
- 7053733
- Firm CRD
- 226547