Adviser and broker representative · Western Wealth Management LLC
Samuel L. Berdine
CRD 7562994 · Beaver Falls, PA
At a glance
Samuel L. Berdine is an investment adviser representative with Western Wealth Management LLC in Beaver Falls, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Samuel’s SEC record dates to 2023, about 3 years ago. Samuel is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Western Wealth Management LLCSince October 2023Beaver Falls, PA · $5.4B in regulatory assets
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Samuel’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.