Samantha Nash

BALTIMORE-WASHINGTON FINANCIAL ADVISORS

Columbia, MD 21044

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CRD#: 7040143

Professional summary

Samantha Nash, who also goes by Samantha Diane Nash, is a registered financial advisor currently at BALTIMORE-WASHINGTON FINANCIAL ADVISORS located in Columbia, Maryland.

Samantha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Samantha has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Samantha Diane Nash

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1- 09/2021 / Air BnB / Real Estate Rental / Investment Related / 1642 Elkwood Court, Annapolis, MD 21409/ 5 hours per month/ no hours spend during business hours / Owner and maintenance

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samantha Nash's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 25, 2025 - Present

BALTIMORE-WASHINGTON FINANCIAL ADVISORS

Office #1: 5950 Symphony Woods Rd. Suite 600, Columbia, MD 21044

RIA

CRD#: 159388

Columbia, MD

Past

May 13, 2024 - August 13, 2025

PROSTATIS FINANCIAL ADVISORS GROUP

RIA

CRD#: 132662

Hanover, MD

Past

June 1, 2023 - April 23, 2024

SFG WEALTH MANAGEMENT

RIA

CRD#: 285785

Millersville, MD

Past

October 7, 2022 - May 29, 2024

LPL FINANCIAL LLC

CRD#: 6413

TOWSON, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BALTIMORE-WASHINGTON FINANCIAL ADVISORS

BALTIMORE-WASHINGTON FINANCIAL ADVISORS | BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC.

CRD#: 159388 / SEC#: 801-76893

RIA

Registered Investment Advisory firm - (6/29/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(8/25/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/13/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/7/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/3/2022

Securities Industry Essentials Examination

Current Firm

BALTIMORE-WASHINGTON FINANCIAL ADVISORS

BALTIMORE-WASHINGTON FINANCIAL ADVISORS | BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC.

CRD#: 159388 / SEC#: 801-76893

RIA

Registered Investment Advisory firm - (6/29/2012 Approved)

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Contact information

Main Address

10960 Grantchester Way Suite 110, Columbia, MD 21044

Mailing Address

Phone number

(410) 461-3900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BWFA ADV PART 2 BROCHURE (10/24/2025)

Regulatory assets under management

Total Number of Accounts	4,975
AUM (Assets Under Management)	$ 2,828,296,993

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Samantha Nash

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samantha Nash's CRS (Customer Relationship Summary).

Certified licenses

Experience

BALTIMORE-WASHINGTON FINANCIAL ADVISORS

PROSTATIS FINANCIAL ADVISORS GROUP

SFG WEALTH MANAGEMENT

LPL FINANCIAL LLC

Primary Firm SEC Registration

BALTIMORE-WASHINGTON FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 1/13/2023

Series 7TO

Date: 10/7/2022

SIE

Date: 6/3/2022

Current Firm

BALTIMORE-WASHINGTON FINANCIAL ADVISORS

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BALTIMORE-WASHINGTON FINANCIAL ADVISORS

TRUST BUT VERIFY

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