Samantha Faith Heiser
Investment adviser representative at Robert W. Baird & Co. Incorporated
11 yearsExperience
1 stateRegistered in
$394.1BFirm assets
55 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 feeCommissionsPerformance-basedOther
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
11 years in the industry.
- Robert W. Baird & Co. IncorporatedFeb 2026 to now
- Equitable Advisors, LLC.Nov 2025 to Feb 2026
- UnemployedJun 2025 to Nov 2025
- Ally FinancialMay 2024 to Aug 2024
- Clark Hill, PlcAug 2023 to Apr 2024
- Laterra Holdings LLC.May 2023 to Aug 2023
- AtarashiMay 2022 to Aug 2022
- Duquesne UniversityAug 2021 to May 2025
- Baskin RobbinsJun 2021 to Nov 2022
- Trax FarmsAug 2020 to Feb 2021
- Bethel Park Senior High SchoolAug 2017 to Jun 2021
- Independence Middle SchoolAug 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
Robert W. Baird & Co. Incorporated
$394.1BAssets managed
241,359Clients
2,633Advisers
55 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
- 8184886
- Firm CRD
- 8158