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SH

Samuel S. Heveroh

STONEBRIDGE FINANCIAL GROUP
ST. LOUIS, MO 63127
Some features on this profile are disabled
CRD#: 7129416
SH

Professional summary

Samuel Schaedler Heveroh, who also goes by Samuel Schaedler Heveroh, Samuel Heveroh, is a registered financial advisor currently at STONEBRIDGE FINANCIAL GROUP, LLC located in St. Louis, Missouri.

Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Samuel has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Samuel Schaedler Heveroh | Samuel Heveroh

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Schaedler Heveroh'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

September 30, 2025 - Present

STONEBRIDGE FINANCIAL GROUP, LLC

Office #1: 3770 South Lindbergh Boulevard, Suite 102, St. Louis, MO 63127
RIA
CRD#: 337972
ST. LOUIS, MO
Past

March 14, 2023 - September 30, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
St. Louis, MO
Past

March 14, 2023 - September 30, 2025

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
St. Louis, MO
Past

January 27, 2020 - March 31, 2023

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

RIA
CRD#: 611
ST LOUIS, MO
Past

January 16, 2020 - March 31, 2023

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

BD
CRD#: 611
ST LOUIS, MO
Past

July 26, 2019 - December 19, 2019

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO

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".
SF
STONEBRIDGE FINANCIAL GROUP, LLC
STONEBRIDGE FINANCIAL GROUP, LLC

CRD#: 337972 / SEC#: 801-134287

RIA
Registered Investment Advisory firm - (9/3/2025 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
Missouri
(9/30/2025)
IAR
Texas
(12/12/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/24/2020
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/9/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/26/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/26/2019
Securities Industry Essentials Examination

Current Firm

SF
STONEBRIDGE FINANCIAL GROUP, LLC
STONEBRIDGE FINANCIAL GROUP, LLC

CRD#: 337972 / SEC#: 801-134287

RIA
Registered Investment Advisory firm - (9/3/2025 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
3770 South Lindbergh Boulevard, Suite 102, St. Louis, MO 63127
Mailing Address
Phone number
(617) 800-0388
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

STONEBRIDGE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (12/24/2025)

Regulatory assets under management

Total Number of Accounts1,621
AUM (Assets Under Management)$ 2,350,808,418

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.

Company Information

STONEBRIDGE FINANCIAL GROUP, LLC

CRD#: 337972St. Louis, MO 63127

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