Samantha Nash
Investment adviser representative at Baltimore-washington Financial Advisors
13 yearsExperience
1 stateRegistered in
$3BFirm assets
14 yearsFirm in business
Are you Samantha Nash? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Baltimore-washington Financial AdvisorsAug 2025 to now
- Prostatis Financial GroupMay 2024 to Aug 2025
- SFG Wealth ManagementNov 2022 to May 2024
- LPL FinancialJun 2021 to May 2024
- Life Plan Financial (acquired By SFG Wealth Management)Oct 2018 to Oct 2022
- State Farm InsuranceNov 2017 to Jun 2018
- Old Stein InnApr 2017 to Feb 2019
- Buddy's Crab & RibsJan 2015 to Apr 2017
- Towson UniversityAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MD).
Baltimore-washington Financial Advisors
Legal name: Baltimore-washington Financial Advisors, Inc.
$3BAssets managed
5,301Clients
13Advisers
14 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
- 7040143
- Firm CRD
- 159388