Samantha Mockford
Investment adviser representative at Citrine Capital
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$346.7MFirm assets
Are you Samantha Mockford? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Citrine CapitalJan 2023 to now
- Symphony Financial PlanningSep 2021 to Jan 2023
- CruApr 2007 to Sep 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Citrine Capital
Legal name: Citrine Capital, LLC
$346.7MAssets managed
141Clients
5Advisers
5 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
- 7715345
- Firm CRD
- 171735