Samantha Dohman
CRD Number: 7679105Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Samantha Dohman (CRD# 7679105) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Hyde Park, NY and has 1 year of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
CRD# 4632189
Sarsi, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America, N.a. | Long Beach, NY | Feb 2023 - Current | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Long Beach, NY | Dec 2022 - Current | 1 |
Woodloch Pines | Hawely, PA | Jun 2021 - Dec 2022 | 1 |
Monmouth University | Long Beach, NJ | Sep 2018 - May 2022 | 3 |
Unemployed | West Long Branch, NJ | Sep 2019 - May 2021 | 1 |
Healthy Kids Day Camp | Newburgh, NY | Jul 2019 - Sep 2019 | < 1 |
Unemployed | West Long Branch, NJ | Sep 2018 - May 2019 | < 1 |
Woodbury Parks And Recreation | Woodbury, NY | Jun 2016 - Aug 2018 | 2 |
Famous Footwear | Monroe, NY | Dec 2017 - Jun 2018 | < 1 |
Unemployed | Highland Mills, NY | Jan 2012 - Jun 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- NY
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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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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