Sam Semaan, financial advisor Naples FL
93 score

Sam Semaan

CRD Number: 5598322
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Sam Semaan (CRD# 5598322) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Naples, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch Naples, FL Nov 2010 - Current 6
Lrr Opportunity Fund Naples, FL Feb 2010 - Nov 2010 < 1
Pce Investment Bankers Winter Park, FL Jun 2008 - Feb 2010 1
Pyramid Realty Group Coral Gables, FL Sep 2007 - Jun 2008 < 1
Mbf Healthcare Partners Coral Gables, FL May 2007 - May 2008 1
University Of Miami - Management Science Department Coral Gables, FL Aug 2006 - May 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2011
Contact Info for Sam P. Semaan
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • 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
93
Clean Record
This advisor has a clean track record with regulators.

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