Samuel R Waltman
Investment adviser representative at Kayne Anderson Rudnick Investment Management, LLC
10 yearsExperience
11 statesRegistered in
CFADesignation
$39.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Kayne Anderson Rudnick Investment Management, LLCApr 2016 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 11 states (AZ, CA, CO, FL, GA, IL, MI, OH, TX, UT, WA).
Kayne Anderson Rudnick Investment Management, LLC
$39.4BAssets managed
24,735Clients
36Advisers
41 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4650562
- Firm CRD
- 104599