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Inactive

Samantha L Dean

Aerie Advisory Group LLC

Gig Harbor, WA

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Current Employers
Aerie Advisory Group Llc

3025 Harborview Drive, Gig Harbor, WA 98335 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-24
MD RA APPROVED 2025-05-16
  • TX RA
    APPROVED
    Since 2026-07-24
  • MD RA
    APPROVED
    Since 2025-05-16

Branch Locations

3025 Harborview Drive, Gig Harbor, WA 98335 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiedemann Advisors Bethesda MD 02/2016 01/2023
Highland Ventures Alexandria VA 01/2023 01/2025
Aerie Advisory Group, Llc Gig Harbor WA 01/2025 Present
  • 02/2016 → 01/2023
    Tiedemann Advisors
    Bethesda, MD
  • 01/2023 → 01/2025
    Highland Ventures
    Alexandria, VA
  • 01/2025 → Present
    Aerie Advisory Group, Llc
    Gig Harbor, WA
Previous Registrations
  • 2014-12-05 → 2016-10-03
    Presidio Capital Advisors Llc
    Bethesda, MD
    Potomac, MD
    San Francisco, CA
  • 2007-06-20 → 2014-12-08
    Convergent Wealth Advisors, Llc
    Potomac, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-06-19
  • S65 Uniform Investment Adviser Law Examination
    2007-06-19
Designations

View on SEC IAPD

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Other Offices

LIGHTHOUSE WEALTH STRATEGIES, LLC · GIG HARBOR, WA
EDWARD JONES · GIG HARBOR, WA
SOWELL MANAGEMENT · Gig Harbor, WA
SOWELL MANAGEMENT · Gig Harbor, WA
CONESTOGA WEALTH PARTNERS · GIG HARBOR, WA
COMMONWEALTH FINANCIAL NETWORK · Gig Harbor, WA
COMMONWEALTH FINANCIAL NETWORK · Gig Harbor, WA
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