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RIA / WealthAdvisorCertified Financial Planner16 years in industry

SAMANTHA CRAIG VIENT

Advisor at ELLEVEST

Costa Mesa, CA | NEW YORK, NY

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Search this name across graphsid dfx:ria:2aae6d72-569e-0495-1d65-8b172a025aa1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Sep 27, 2010 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ELLEVEST
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 9, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S65
First exam: Jun 9, 2010
First registration: Sep 27, 2010
Dual registered: no
Other names: SAMANTHA CRAIG
IAPD individual key: 5818349

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Ellevest	Independent wealth	May 20, 2022	n/a	yes	Costa Mesa, CA\|NEW YORK, NY	Current employment
Retirable	Independent wealth	Mar 2, 2022	Jun 1, 2022	no	NEW YORK, NY\|Costa Mesa, CA	Previous registration
Ellevest	Independent wealth	Apr 16, 2021	Mar 9, 2022	no	NEW YORK, NY	Previous registration
ORIGIN INVESTMENT ADVISORY LLC	Independent wealth	Feb 12, 2021	Mar 10, 2021	no	Costa Mesa, CA	Previous registration
LEARNVEST PLANNING SERVICES, LLC	Former SEC adviser	Jan 30, 2013	Jun 24, 2013	no	HUNTINGTON BEACH, CA	Previous registration
CRAIG ADVISORS, INCORPORATED	n/a	Sep 27, 2010	Jul 1, 2012	no	ORANGE, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Retirable	Ellevest	Jun 1, 2022	May 20, 2022	-12	Firm change	RIA to RIA
Ellevest	Retirable	Mar 9, 2022	Mar 2, 2022	-7	Firm change	Other
ORIGIN INVESTMENT ADVISORY LLC	Ellevest	Mar 10, 2021	Apr 16, 2021	37	Firm change	Other
LEARNVEST PLANNING SERVICES, LLC	ORIGIN INVESTMENT ADVISORY LLC	Jun 24, 2013	Feb 12, 2021	2,790	Firm change after gap	Other
CRAIG ADVISORS, INCORPORATED	LEARNVEST PLANNING SERVICES, LLC	Jul 1, 2012	Jan 30, 2013	213	Firm change	Other

Relationships

Registered with (5)

→ ELLEVESTRegistered adviserregistration: previous registration
Apr 16, 2021 to Mar 9, 2022factForm ADV
→ RETIRABLERegistered adviserregistration: previous registration
Mar 2, 2022 to Jun 1, 2022factForm ADV
→ ORIGIN INVESTMENT ADVISORY LLCRegistered adviserregistration: previous registration
Feb 12, 2021 to Mar 10, 2021factForm ADV
→ LEARNVEST PLANNING SERVICES, LLCRegistered adviserregistration: previous registration
Jan 30, 2013 to Jun 24, 2013factForm ADV
→ CRAIG ADVISORS, INCORPORATEDRegistered adviserregistration: previous registration
Sep 27, 2010 to Jul 1, 2012factForm ADV

Dated events

Occurred
Jun 1, 2022
Advisor changed firm
Samantha Craig Vient left Retirable for Ellevest (registered 2022-05-20)
Form ADVobserved 4 days ago
Occurred
Mar 9, 2022
Advisor changed firm
Samantha Craig Vient left Ellevest for Retirable (registered 2022-03-02)
Form ADVobserved 4 days ago