Samantha L Dean

Employer firm

Aerie Advisory Group LLC CRD 333610

$2.52B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• INVESTMENT CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  2007-06-19

Designations

• Certified Financial Planner