Samuel Distler, financial advisor Cleveland OH

Samuel Distler

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Samuel J. Distler
Phone Number: 800-637-7455
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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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