Samantha Chavarria
Investment adviser representative at Marshall Investment Management, LLC
13 yearsExperience
1 stateRegistered in
$298MFirm assets
7 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
Experience
13 years in the industry.
- Marshall Investment Management, LLCFeb 2022 to now
- Cavill and CompanyFeb 2022 to now
- LPL Financial LLCFeb 2022 to now
- Ruby TuesdayMay 2013 to now
- HomemakerAug 2017 to Feb 2022
- Western Heritage BankNov 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NM).
Marshall Investment Management, LLC
$298MAssets managed
587Clients
8Advisers
7 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
- 7512795
- Firm CRD
- 174817