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Samantha Spitzer Sheetz

Waldron Private Wealth

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About Samantha Spitzer Sheetz

Samantha Spitzer Sheetzz is an investment advisor representative with Waldron Private Wealth in BRIDGEVILLE, PA. Samantha has been in the industry for 7 years. She holds the Series 7, Series 66, and SIE securities licenses, as well as the Certified Financial Planner designation. Samantha also has experience with Raymond James Financial Services, Inc. and Mercer Allied Company, L.P. Samantha works with high-net-worth individuals, individuals other than high-net-worth, pension and profit sharing plans.

Firm Information

Samantha Sheetz is currently registered with Waldron Private Wealth. Waldron Private Wealth, located in BRIDGEVILLE, PA, is an investment advisory firm that provides a range of services, including financial planning, insurance planning, and portfolio management for individuals and businesses. The firm has a strong focus on serving high-net-worth individuals and manages over $4 billion in assets. They are registered with the SEC under the number 801-77628.
Waldron Private Wealth

44 ABELE ROAD

BRIDGEVILLE, PA 15017

$4.07B

Assets Under Management

Not reported

Total Clients

39

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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insurance planning

Insurance planning

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Samantha Sheetz’s Registration & Firm History

PA

02/07/2023 - Present

Waldron Private Wealth (BRIDGEVILLE PA)

PA

04/18/2016 - 06/24/2019

RAYMOND JAMES FINANCIAL SERVICES, INC. (PITTSBURGH PA)

PA

09/09/2015 - 10/19/2015

MERCER ALLIED COMPANY, L.P. (CANONSBURG PA)

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Licenses & Designations

BOTH

Issued 08/17/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/09/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samantha Spitzer Sheetz.
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