Samantha LeGassick is a control person of Waystone Advisors and directly owns under 5% of it.
Waystone Advisors is an investment adviser, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $179 million, as filed on 7 August 2026. Its fees, ownership and offices are on the firm’s profile.
Samantha LeGassick is Chief Compliance Officer of Waystone Advisors. She draws on years of experience in the regulatory landscape of healthcare.
- CRD
- 8046488
- Firm
- Waystone Advisors · CRD 328565
- Role
- Chief Compliance Officer
- In role since
- July 2026 · under a year
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- waystoneadvisors.com
Where does Samantha LeGassick work?
Samantha LeGassick has been Chief Compliance Officer of Waystone Advisors LLC since July 2026, and is a control person of the firm.
How can I verify Samantha LeGassick’s record?
Samantha LeGassick’s role is listed on Waystone Advisors LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 328565.
