Samantha Sheetz (CRD# 6526555) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 7 years of experience in the finance industry. Samantha Sheetz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Waldron Private Wealth | Bridgeville, PA | Jul 2019 - Current | 4 |
| Summit Bank | Pittsburgh, PA | Feb 2017 - Jun 2019 | 2 |
| Raymond James Financial Services, Inc. | Pittsburgh, PA | Aug 2016 - Jun 2019 | 2 |
| Raymond James Financial Services Advisors Inc. | Pittsburgh, PA | Aug 2016 - Jun 2019 | 2 |
| Laguna Wealth Services | Corpus Christi, TX | Apr 2016 - Feb 2017 | < 1 |
| Laguna Wealth Strategies | Corpus Christi, UT | Apr 2016 - Feb 2017 | < 1 |
| Raymond James Financial Services, Inc. | Corpus Christi, TX | Apr 2016 - Aug 2016 | < 1 |
| Unemployed | Pensacola, FL | Oct 2015 - Apr 2016 | < 1 |
| The Ayco Company, L.p./mercer Allied | Canonsburg, PA | Apr 2015 - Oct 2015 | < 1 |
| Gnc | Pittsburgh, PA | Aug 2013 - Apr 2015 | 1 |
| University Of Pittsburgh | Pittsburgh, PA | Jan 2012 - Apr 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2016 |
- PA
- TX
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Total Assets Under Management4,066MILLIONS
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Total Number of Accounts3,017ACCOUNTS
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Average Account Value$1,347,685
- A percentage of assets under your management
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CA, DC, FL, IL, MA, MD, MI, NC, NH, NY, OH, PA, RI, TX, VA, WV
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