Samantha Macmullen

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

• 07/2023 → 08/2025
  Valley Financial Management, Inc.
  New York, NY
• 07/2023 → 08/2025
  Valley National Bank
  New York, NY
• 05/2023 → 07/2023
  Unemployed
  Kinnelon, NJ
• 08/2019 → 05/2023
  Elon University
  Elon, NC
• 04/2022 → 08/2022
  Valley National Bank
  Wayne, NJ
• 06/2021 → 08/2021
  Valley National Bank
  Wayne, NJ
• 06/2020 → 08/2020
  Fantastic Plastic Inc.
  Cliffton, NJ
• 09/2018 → 06/2019
  Montville Inn
  Montville, NJ
• 09/2015 → 06/2019
  Kinnelon High School
  Kinnelon, NJ
• 06/2019 → 08/2019
  Unemployment
  Kinnelon, NJ
• 06/2024 → 08/2025
  Valley Wealth Managers, Inc.
  New York, NY
• 08/2025 → Present
  Morgan Stanley
  New York, NY

Previous Registrations

• 2024-06-05 → 2025-08-20
  Valley Financial Management, Inc.
  New York, NY
• 2024-06-05 → 2025-08-20
  Valley Wealth Managers, Inc.
  Paramus, NJ
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-05-09