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Samuel Eaton Terminello

Ep Wealth Advisors

Torrance, CA

San Francisco, CA

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Current Employers
Ep Wealth Advisors

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-08
  • CA RA
    APPROVED
    Since 2025-04-08

Branch Locations

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

350 Townsend Street Suite 411, San Francisco, CA 94107 • 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
The Vanguard Group, Inc. Charlotte NC 01/2018 09/2021
T-Mobile Concord NC 09/2017 12/2017
Mpay Huntersville NC 11/2016 08/2017
Yelp San Francisco CA 06/2016 09/2016
Facet Wealth Baltimore MD 09/2021 03/2024
Na San Francisco CA 09/2016 11/2017
Peninsula Wealth, Llc San Francisco CA 05/2024 03/2025
Ep Wealth Advisors, Llc. Torrance CA 03/2025 Present
  • 01/2018 → 09/2021
    The Vanguard Group, Inc.
    Charlotte, NC
  • 09/2017 → 12/2017
    T-Mobile
    Concord, NC
  • 11/2016 → 08/2017
    Mpay
    Huntersville, NC
  • 06/2016 → 09/2016
    Yelp
    San Francisco, CA
  • 09/2021 → 03/2024
    Facet Wealth
    Baltimore, MD
  • 09/2016 → 11/2017
    Na
    San Francisco, CA
  • 05/2024 → 03/2025
    Peninsula Wealth, Llc
    San Francisco, CA
  • 03/2025 → Present
    Ep Wealth Advisors, Llc.
    Torrance, CA
Previous Registrations
  • 2024-05-10 → 2025-07-15
    Peninsula Wealth, Llc
    San Francisco, CA
  • 2021-09-27 → 2024-03-20
    Facet
    Charlotte, NC
    West Palm Beach, FL
    Oxnard, CA
  • 2020-07-31 → 2021-09-27
    Vanguard Advisers, Inc.
    Charlotte, NC
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-03-12
  • S63 Uniform Securities Agent State Law Examination
    2018-03-12
Designations
Other Names
  • Sam Terminello
  • Samuel Terminello

View on SEC IAPD

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Other Offices

CHARLES SCHWAB & CO., INC. · Torrance, CA
SOUTH BAY FINANCIAL PARTNERS · TORRANCE, CA
EP WEALTH ADVISORS · TORRANCE, CA
STRATOS WEALTH PARTNERS, LTD · Torrance, CA
EDWARD JONES · Torrance, CA
AMERIPRISE FINANCIAL SERVICES, LLC · TORRANCE, CA
LPL FINANCIAL LLC · TORRANCE, CA
EDWARD JONES · TORRANCE, CA

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