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Samantha F
CFP®, Series 66
Seneca, SC
Private Advisor Group, LLC
Samantha Fraelich Rohe is a financial advisor with Private Advisor Group, LLC, holding CFP® and Series 66 credentials and bringing 24 years of industry experience. Her prior roles include positions at Maryland Financial Group, LPL Financial, Kestra Investment Services, and UBS Financial Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting through both discretionary and non-discretionary approaches. The firm employs a fiduciary-based advisory model and utilizes technology platforms alongside a range of investment strategies, implementing advice often through third-party managers and TAMPs.
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