Samantha Silberstein
Chicory Wealth · Philadelphia, Pennsylvania
Samantha Silberstein is a fee-only financial advisor at Chicory Wealth in Philadelphia, Pennsylvania, who holds the CFP credential. Samantha focuses on sustainable & impact investing. Chicory Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Chicory Wealth |
|---|---|
| Based in | Philadelphia, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $840.4M across 2,208 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 6662504 |
| Exams passed | Series 63 (2016) |
| Firm size | 23 employees |
| Disclosures | Reported; see the SEC record |
| Website | substack.com/@chicorywealth |
How Samantha's firm compares
- Chicory Wealth's average account is about $381,000, from its Form ADV (assets managed divided by 2,208 accounts).
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Questions about Samantha
Is Samantha Silberstein a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samantha holds no broker registration, and Chicory Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Samantha charge for financial advice?
Samantha's firm, Chicory Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Samantha Silberstein based?
Samantha Silberstein is based in Philadelphia, Pennsylvania.
What does Samantha specialize in?
Samantha's specialties include sustainable & impact investing.
What credentials does Samantha Silberstein hold?
Samantha Silberstein holds the CFP credential.
Is Samantha Silberstein registered with the SEC?
Yes. Samantha Silberstein is registered as an investment adviser representative in PA (CRD 6662504), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Chicory Wealth manage?
Chicory Wealth reports $840.4M across 2,208 accounts in assets under management.
How do I contact Samantha Silberstein?
Through Samantha's website, substack.com/@chicorywealth.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Chicory Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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