Samantha Rae Grieco

Employer firm

T.m. Wealth Management CRD 287965

$210M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 04/2017 → 10/2017
  E*Trade Securities, Llc
  Washington, DC
• 06/2014 → 04/2022
  Charles Schwab Bank
  Arlington, VA
• 05/2022 → 04/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Washington, DC
• 06/2022 → 04/2023
  Bank Of America, N.A.
  Washington, DC
• 04/2023 → 03/2025
  Morgan Stanley Smith Barney Llc
  Reston, VA
• 04/2023 → 03/2025
  Morgan Stanley Private Bank, N.A
  New York, NY
• 03/2025 → Present
  T.M. Wealth Management
  Reston, VA

Previous Registrations

• 2023-04-17 → 2025-04-04
  Morgan Stanley
  Reston, VA
• 2022-05-02 → 2023-04-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Washington, DC
• 2017-11-20 → 2022-04-21
  Charles Schwab & Co., Inc.
  Arlington, VA
  Bethesda, MD
• 2017-05-04 → 2017-10-27
  Harrisdirect Llc
  Washington, DC
  Arlington, VA
• 2016-08-02 → 2017-05-03
  Charles Schwab & Co., Inc.
  Manhasset, NY

Other Businesses

ASSOCIATION OF LATINO PROFESSIONALS FOR AMERICA, WASHINGTON,DC CHAPTER, BOARD MEMBER, VICE PRESIDENT OF EVENTS 10/2023, NOT INVESTMENT RELATED, VOLUNTEER BASED NON PROFIT ORGANIZATION, APPROX 12 HOURS PER MONTH, APPROX 30% OF TIME DURING TRADING HOURS ARE DEVOTED TO THIS ACTIVITY, LEAD THE EVENTS PILLAR WITH ORGANIZING AND COORDINATING ALL DC CHAPTER SIGNATURE EVENTS WITH CORPORATE SPONSORS. INSURANCE AGENT, INVESTMENT RELATED; AT REPORTED BUSINESS LOCATION; INSURANCE SALES; AGENT; 2019,;DEVOTES LESS THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-01
• S63 Uniform Securities Agent State Law Examination
  2015-05-06

Other Names

• Sam Grieco