Andrew Mauss has been CCO of Samara Investment Management since April 2025, is a control person of the firm and directly owns under 5% of it.
Samara Investment Management, LLC is a Beaverton, OR firm with $123M under management, 94 clients and 2 advisers in one office, as of its March 2026 filing.
Andrew Mauss’ longest registration is the current one, 1 year at Samara Investment Management since 2025. Before joining Samara Investment Management in 2025, Andrew Mauss was registered through Strategic Wealth Partners, LTD.
- Strategic Wealth Partners, LTD.– · 1 yearLake Oswego, OR · Adviser representative · Firm CRD 148586
Investment adviser representative registrations
Andrew Mauss is registered as an investment adviser representative in 2 states. Each was approved in July 2025.
- OregonSince 31 July 2025
- TexasSince 31 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 May 2024 |
| SIE | Securities Industry Essentials Examination | 2 May 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Andrew Quinten Mauss
- CRD
- 7939404
- Firm
- Samara Investment Management · CRD 336178
- Role
- CCO
- Office
- 8625 SW CASCADE AVE, SUITE 506, Beaverton, OR 97008
- Registration
- Investment adviser registration
- In the industry since
- June 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Andrew Mauss work?
Andrew Mauss has been CCO of Samara Investment Management, LLC since April 2025, and is a control person of the firm.
Is Andrew Mauss a financial advisor?
Yes. Andrew Mauss has a current investment-adviser registration in Oregon and Texas, through Samara Investment Management since July 2025.
How many years of experience does Andrew Mauss have?
Andrew Mauss has 2 years in the financial industry, since June 2024, across 2 adviser firms.
What exams has Andrew Mauss passed?
Andrew Mauss has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in May 2024.
Where did Andrew Mauss work before Samara Investment Management?
Before Samara Investment Management, Andrew Mauss was registered through Strategic Wealth Partners, LTD., June 2024 to July 2025.
Where is Andrew Mauss based?
Andrew Mauss’ registered office is in Beaverton, OR.
Is Andrew Mauss registered with FINRA?
No. Andrew Mauss has no current broker registration.
How can I verify Andrew Mauss’ record?
Search CRD 7939404 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Mauss’ full registration record.