Samantha Cecille Muncy
Investment Adviser Representative at Evergreen Wealth Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Samantha Cecille Muncy is an investment adviser representative with Evergreen Wealth Advisors in Raleigh, NC, where they have been registered since 2024. They have worked in the securities industry since 2004 and were previously registered with Edward Jones. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in North Carolina.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Edward JonesJun 2003 – Jan 2021St Louis, MO
- Open to the Public Investing, Inc.May 2021 – Dec 2023New York, NY
- UnemployedJan 2021 – May 2021St. Louis, MO
- Otis Wealth (subsidiary of Public Holdings)Jul 2022 – Dec 2023New York, NY
- Public Holdings, Inc.May 2021 – Dec 2023New York, NY
- Evergreen Money AdvisorsDec 2023 – no end date reportedRaleigh, NC
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Evergreen Wealth Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Raleigh, NC
- SEC file number:
- 801-129001
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 16, 2026
View full firm profileOther advisors at Evergreen Wealth Advisors
3 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Samantha Cecille Muncy has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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