Samuel Lee Berdine
Investment adviser representative at Western Wealth Management LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.4BFirm 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 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
- Seminars and workshops
Experience
13 years in the industry.
- Western Wealth Management LLCOct 2023 to now
- LPL Financial LLCMay 2022 to now
- Robert Morris UniversityJun 2020 to Aug 2023
- United Parcel ServiceJun 2020 to Jun 2022
- Chick Fil AMay 2019 to May 2019
- Legends HospitalityAug 2018 to Sep 2021
- Burgettstown Area Youth Soccer AssociationApr 2016 to Jun 2018
- Burgettstown Middle/high SchoolAug 2013 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (PA).
Western Wealth Management LLC
$5.4BAssets managed
11,253Clients
113Advisers
10 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
- 7562994
- Firm CRD
- 283545