Samuel DistlerCRD Number: 6536398
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Samuel Distler (CRD# 6536398) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cleveland, OH and has over 4 years of experience in the finance industry.
Lpl Financial LLC
Independence Capital Company, Inc.
The Center For Eldercare Finance
|Bank Of America, N.a.||Cleveland, OH||Jan 2018 - Current||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Cleveland, OH||Jan 2017 - Current||5|
|The Burntwood Tavern||Cuyahoga Falls, OH||Mar 2016 - May 2017||1|
|The University Of Akron - Student||Akron, OH||Aug 2013 - May 2017||3|
|Five Star Valet Company||Akron, OH||Sep 2014 - Mar 2017||2|
|Dicks Sporting Goods||Mason, OH||Apr 2013 - Sep 2013||< 1|
|Vertical Drop Ski & Board||Mason, OH||Mar 2010 - Aug 2013||3|
|Loveland Say Soccer Association||Loveland, OH||May 2009 - Aug 2013||4|
|Archbishop Moeller Highschool||Cincinnati, OH||Aug 2009 - May 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2017|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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