Samantha Perez, financial advisor New Orleans LA

Samantha Perez

CRD Number: 6230871
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Samantha Perez (CRD# 6230871) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Orleans, LA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated New Orleans, LA Feb 2019 - Current 2
Voya Financial Advisors Metairie, LA Sep 2014 - Jan 2019 4
Voya Financial Metairie, LA Sep 2014 - Jan 2019 4
Ing Financial Partners, Inc. Metairie, LA Aug 2014 - Sep 2014 < 1
Ing Us Metairie, LA Jul 2014 - Sep 2014 < 1
Unemployed Slidell, LA Feb 2014 - Jul 2014 < 1
Full Sail University Winter Park, FL Nov 2013 - Mar 2014 < 1
Axa Advisors, LLC New York, NY Oct 2013 - Nov 2013 < 1
Don Quill Orlando, FL Oct 2012 - Oct 2013 1
University Of Central Fl Orlando, FL Aug 2010 - Apr 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2015
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for Samantha R. Perez
Phone Number: 800-637-7455
Registered State(s):
  • LA
  • MS
  • 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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