Samuel David Orr
Investment adviser representative at Seia
10 yearsExperience
2 statesRegistered in
$22.5BFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Seia LLCSep 2024 to now
- Ses LLCSep 2024 to now
- Truist Investment Services, Inc.Nov 2022 to Sep 2024
- Midstates LogisticsMar 2022 to Nov 2022
- UBS Financial ServicesMar 2019 to Mar 2022
- Cap Star BankMar 2017 to Mar 2019
- UnemployedOct 2016 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Seia
Legal name: Signature Estate & Investment Advisors LLC
$22.5BAssets managed
9,833Clients
130Advisers
27 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
- 6156584
- Firm CRD
- 108163