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Samuel Wilde Elder

D.a. Davidson & Co.

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About Samuel Wilde Elder

Samuel Wilde Elder is a financial advisor who has been in the industry since 2018. Samuel currently works at D.a. Davidson & Co. and previously worked at Goldman Sachs & Co. LLC. Samuel holds the Series 63, Series 52TO, SIE, and Series 7 licenses. Samuel specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Samuel is registered with the state of Colorado, Idaho, Texas, Utah, and Virginia.

Firm Information

Samuel Elder is currently registered with D.a. Davidson & Co.. D.A. Davidson & Co. is a corporation that was formed in May 1935, and has its main office located in GREAT FALLS, Montana. They offer a wide range of financial planning services, including portfolio management for individuals and businesses, pension consulting, educational seminars, and publication of periodicals. They also provide selection of other advisors and manage portfolios for investment companies and pooled investment vehicles. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico. Their regulatory assets under management total $36,175,333,459.
D.a. Davidson & Co.

8 THIRD STREET NORTH

GREAT FALLS, MT 59401

$36.18B

Assets Under Management

1,000

Total Clients

1,002

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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Samuel Elder’s Registration & Firm History

UT

01/11/2021 - Present

D.a. Davidson & Co. (SALT LAKE CITY UT)

UT

10/23/2018 - 02/02/2021

GOLDMAN SACHS & CO. LLC (SALT LAKE CITY UT)

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Licenses & Designations

BC

Issued 11/26/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/02/2021

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/24/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/23/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Samuel Wilde Elder.
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