Samuel FrenchCRD Number: 6119765
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Samuel French (CRD# 6119765) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 2 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Jersey City, NJ||Jul 2014 - Current||3|
|Marist College||Poughkeepsie, NY||Aug 2010 - May 2014||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Jersey City, NJ||Jun 2013 - Aug 2013||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Kingston, NY||Sep 2012 - Dec 2012||< 1|
|Connecticut Secretary Of State||Hartford, CT||Jun 2012 - Aug 2012||< 1|
|Renbrook Summer Adventure||West Hartford, CT||Jun 2010 - Aug 2010||< 1|
|Loomis Chaffee||Windsor, CT||Sep 2006 - Jun 2010||3|
|Renbrook Summer Adventure||West Hartford, CT||Jun 2009 - Aug 2009||< 1|
|Renbrook Summer Adventure||West Hartford, NY||Jun 2008 - Aug 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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