Samantha Florio
Investment adviser representative at Gearhart & Associates
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$872.6MFirm 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.
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Gearhart & AssociatesAug 2024 to now
- W&s BrokerageJul 2022 to Aug 2024
- Western Southern LifeJun 2022 to Aug 2024
- Bridge Logistics Inc.Jun 2021 to Aug 2021
- Samalina Corporation dba Profile By SanfordApr 2019 to Dec 2019
- The Ohio State UniversityAug 2018 to May 2022
- Mike's CarwashMar 2016 to Aug 2018
- Saint Ursula AcademyAug 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (OH).
Gearhart & Associates
Legal name: Atlas Wealth LLC
$872.6MAssets managed
2,903Clients
5Advisers
4 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
- 7605253
- Firm CRD
- 321832