Samantha Diane Morton
Investment adviser representative at Mosley Wealth Management, Inc.
10 yearsExperience
1 stateRegistered in
$279.5MFirm assets
2 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Mosley Wealth Management, Inc.Apr 2026 to now
- Wells Fargo Clearing Services, LLCJun 2023 to Apr 2026
- Wells Fargo Bank, NAJun 2022 to Apr 2026
- UnemployedJan 2022 to Jun 2022
- Churned CreameryAug 2021 to Dec 2021
- Woodbridge HighschoolAug 2018 to Jun 2022
- Lakeside Middle SchoolAug 2016 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Mosley Wealth Management, Inc.
$279.5MAssets managed
707Clients
12Advisers
2 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
- 7775242
- Firm CRD
- 318592