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Samantha Louise Millick

Investment adviser representative at Cetera Investment Advisers LLC
14 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 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 assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

14 years in the industry.

  1. Cetera Investment Advisers LLCAug 2023 to now
  2. Cetera Wealth Services, LLCAug 2023 to now
  3. Egan, Berger and Weiner LLCAug 2023 to now
  4. The Vanguard Group, Inc.Jun 2022 to Aug 2023
  5. AmazonFeb 2022 to Mar 2022
  6. Breuggers Bagels, Virginia Tech Campus Dining HallAug 2021 to Dec 2021
  7. RandstadJun 2021 to Aug 2021
  8. Velocity WingsMay 2020 to Aug 2020
  9. Virginia TechAug 2018 to May 2022
  10. County Club of FairfaxAug 2017 to Jan 2018
  11. Atlantic PoolsMay 2016 to Aug 2019
  12. James W. Robinson Secondary SchoolSep 2012 to Jun 2018

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

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

Cetera Investment Advisers LLC

$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
7367622
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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