Samuel Hearn
Investment adviser representative at Wealthspire Retirement Advisory
10 yearsExperience
1 stateRegistered in
$38.6BFirm assets
20 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
- Pension consulting
Experience
10 years in the industry.
- Wealthspire Retirement AdvisoryJul 2026 to now
- Nfp, An Aon CompanySep 2024 to now
- UnemployedMay 2024 to Sep 2024
- Wells Fargo Clearing ServicesApr 2023 to May 2024
- DisysFeb 2023 to May 2024
- The Vanguard Group, Inc.Mar 2022 to Feb 2023
- UnemployedDec 2021 to Mar 2022
- West Shore HomeSep 2021 to Dec 2021
- UnemployedJun 2021 to Sep 2021
- On24Sep 2020 to Jun 2021
- UnemployedJun 2020 to Aug 2020
- Self-employedApr 2020 to Jun 2020
- UnemployedDec 2019 to Apr 2020
- Appalachian State UniversityAug 2016 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
Wealthspire Retirement Advisory
Legal name: Wealthspire Retirement, LLC
$38.6BAssets managed
7,532Clients
145Advisers
20 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
- 7510933
- Firm CRD
- 121254