Samuel Wolf (CRD# 7474803) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Easley, SC and has 1 year of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 6714168
Edward Jones
CRD# 4456936
Apex Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Charlotte, NC | Feb 2022 - Current | 2 |
| Merrill Lynch, Pierce, Fenner & Smith | Charlotte, NC | Nov 2021 - Current | 2 |
| Regions Bank | Anderson, SC | May 2021 - Nov 2021 | < 1 |
| Woodforest National Bank | Easley, SC | Jan 2021 - Apr 2021 | < 1 |
| Unemployed | Anderson, SC | Mar 2020 - Jan 2021 | < 1 |
| Indiana State University | Terre Haute, IN | Jan 2016 - Apr 2020 | 4 |
| J. Ford's Black Angus | Terre Haute, IN | Feb 2017 - Mar 2020 | 3 |
| Lel Home Services / Direct Care | Terre Haute, IN | Jul 2018 - Jan 2019 | < 1 |
| Ppl As Fiscal Agent / Direct | Terre Haute, IN | Dec 2017 - Aug 2018 | < 1 |
| Alorica / Operations Customer | Terre Haute, IN | Sep 2017 - Oct 2017 | < 1 |
| Walmart | Terre Haute, IN | Dec 2016 - Jan 2017 | < 1 |
| Hamilton Center Inc. | Terre Haute, IN | Jan 2015 - Jan 2016 | 1 |
| Selsam Enterprises | Brazil, IN | May 2015 - Dec 2015 | < 1 |
| Unemployed | Terre Haute, IN | May 2014 - May 2015 | 1 |
| Lincoln Trail Community College | Robinson, IL | May 2013 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2022 |
- NC
- SC
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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