Samantha Varacalli
Investment Adviser Representative at THE PERSONAL WEALTH COACH
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Samantha Varacalli has worked in the securities industry since 2025. They have passed the Series 63 and 7 examinations. They are registered to provide investment advisory services in Texas and Virginia.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| First $250,000 | 1.50% |
| Next $250,000 ($250,000 to $500,000) | 1.30% |
| Next $500,000 ($500,000 to $1,000,000) | 1.25% |
| Next $4,000,000 ($1,000,000 to $5,000,000) | 1.10% |
| Next $5,000,000 ($5,000,000 to $10,000,000) | 1.00% |
| Amounts over $10,000,000 | 0.50% |
Firm-stated minimum; may be waived at the firm's discretion.
THE Personal Wealth Coach Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Other advisors at THE PERSONAL WEALTH COACH
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