Samantha Florio has been an investment adviser representative at Atlas Wealth since August 2024, and is not listed among the firm’s executive officers or direct owners.
Atlas Wealth LLC is a Cincinnati, OH firm with $873M under management, 2,903 clients and 4 advisers in one office, as of its April 2026 filing.
Samantha Florio’s longest registration is the current one, 2 years at Atlas Wealth since 2024. Before joining Atlas Wealth in 2024, Samantha Florio was registered through W&S Brokerage Services, Inc.
- Gearhart & AssociatesCurrent– present · 2 yearsCincinnati, OH · Adviser representative · Firm CRD 321832
- W&S Brokerage Services, Inc.– · under a yearFort Wright, KY · Adviser representative · Firm CRD 8099
Investment adviser representative registrations
Samantha Florio is registered as an investment adviser representative in Ohio, since August 2024.
- OhioSince 13 August 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 March 2024 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 November 2022 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 28 October 2022 |
| SIE | Securities Industry Essentials Examination | 22 July 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7605253
- Firm
- Atlas Wealth · CRD 321832
- Office
- 8044 MONTGOMERY ROAD, SUITE 450, Cincinnati, OH 45236
- Registration
- Investment adviser registration
- In the industry since
- October 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Samantha Florio work?
Samantha Florio is an investment adviser representative registered through Atlas Wealth LLC since August 2024, and is not listed among the firm’s executive officers or direct owners.
Is Samantha Florio a financial advisor?
Yes. Samantha Florio has a current investment-adviser registration in Ohio, through Atlas Wealth since August 2024.
How many years of experience does Samantha Florio have?
Samantha Florio has 3 years in the financial industry, since October 2022, across 2 adviser firms.
What exams has Samantha Florio passed?
Samantha Florio has passed 4 licensing exams: the SIE, Series 6TO, Series 63 and Series 65. The earliest, the SIE, was passed in July 2022.
Where is Samantha Florio based?
Samantha Florio’s registered office is in Cincinnati, OH.
Is Samantha Florio registered with FINRA?
No. Samantha Florio has no current broker registration.
How can I verify Samantha Florio’s record?
Search CRD 7605253 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Samantha Florio’s full registration record.
Kenton GearhartPresident and CIO- Andy ArmstrongChief Compliance Officer
Alexandra RicePartner