Samantha Wright, financial advisor Lafayette IN
90 score

Samantha Wright

CRD Number: 6148198
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Samantha Wright (CRD# 6148198) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lafayette, IN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lafayette, IN Sep 2013 - Current 3
Unemployed Lafayette, IN May 2013 - Aug 2013 < 1
Edward Jones Lafayette, IN Dec 2012 - Apr 2013 < 1
Chick-fil-a Lafayette, IN Jun 2012 - Dec 2012 < 1
Purdue Unviersity West Lafayette, IN Aug 2008 - Dec 2012 4
Full-time Education West Lafayette, IN Aug 2002 - Dec 2012 10
Volunteer Ireland Dublin, Jun 2011 - Jul 2011 < 1
Bruno's Pizza West Lafayette, IN May 2010 - May 2011 1
Chick-fil-a Lafayette, IN May 2007 - Aug 2008 1
William Henry Harrison High School West Lafayette, IN Aug 2004 - May 2008 3
Lafayette 7 Theater Lafayette, IN Sep 2006 - Apr 2007 < 1
Gibson's Shaved Ice Lafayette, IN May 2005 - Sep 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for Samantha R. Wright
Phone Number: 800-637-7455
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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