Samantha
Sheetz
Waldron Private Wealth
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About this Advisor
Samantha Sheetz is a financial advisor based in Bridgeville, Pennsylvania, working with Waldron Private Wealth. Samantha has previously held positions at The Ayco Company, L.P./Mercer Allied, Gnc, University Of Pittsburgh, Raymond James Financial Services, Inc, Laguna Wealth Services, Raymond James Financial Services Advisors Inc, Laguna Wealth Strategies, Summit Bank, and Waldron Private Wealth. Samantha has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania and Texas. Currently, Samantha is part of Waldron Private Wealth, which operates out of Bridgeville, Pennsylvania. The firm has 2 offices and 67 employees. The firm manages assets totaling $4.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Waldron Private Wealth includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Waldron Private Wealth Brokerage Details
$4,065,965,177
67
3,017
$1,347,685
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Samantha Sheetz Work History
Waldron Private Wealth
Summit Bank
Raymond James Financial Services, Inc
Laguna Wealth Services
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Laguna Wealth Strategies
The Ayco Company, L.P./Mercer Allied
Gnc
University Of Pittsburgh
Disclosures
Please visit the SEC profile of Samantha Sheetz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Waldron Private Wealth
Bridgeville, PA
Bridgeville, PA
Bridgeville, PA
Bridgeville, PA
Bridgeville, PA
Bridgeville, PA
Bridgeville, PA
Bridgeville, PA
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