Samantha Lee Staudt

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/2020 → 03/2022
  The Vanguard Group, Inc.
  Malvern, PA
• 08/2016 → 05/2020
  Seton Hall University
  South Orange, NJ
• 06/2019 → 07/2019
  Envestnet
  Berwyn, PA
• 06/2017 → 07/2020
  Eric Maccluen Golf Academy
  Downingtown, PA
• 04/2022 → Present
  Morgan Stanley
  Bryn Mawr, PA

Exams

• S66 Uniform Combined State Law Examination
  2022-09-27
• S63 Uniform Securities Agent State Law Examination
  2020-09-09

Other Names

• Sammie Lee Staudt
• Samantha Staudt