Samuel Grossman
CRD Number: 7014001Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Samuel Grossman (CRD# 7014001) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ridgefield, CT and has 1 year of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch | Ridgefield, CT | Nov 2021 - Current | 2 |
| Merrill Lynch | New York City, NY | Sep 2018 - Nov 2021 | 3 |
| Caraluzzi's Georgetown Market | Wilton, CT | Jun 2018 - Sep 2018 | < 1 |
| Bow Ties Cinema | Wilton, CT | May 2018 - Jun 2018 | < 1 |
| University Of Connecticut | Storrs, CT | Sep 2017 - May 2018 | < 1 |
| Reese, Hirsch, Shoults & Harrison | Ridgefield, CT | Jun 2017 - Aug 2017 | < 1 |
| Bow Ties Cinema | Wilton, CT | Jun 2017 - Aug 2017 | < 1 |
| University Of Connecticut | Storrs, CT | Sep 2016 - May 2017 | < 1 |
| Waddington Town Beach | Waddington, NY | Jun 2016 - Aug 2016 | < 1 |
| University Of Connecticut | Storrs, CT | Sep 2015 - May 2016 | < 1 |
| Waddington Town Beach | Waddington, NY | Jun 2015 - Aug 2015 | < 1 |
| Uconn | Storrs, CT | Sep 2014 - Jun 2015 | < 1 |
| Waddington Town Beach | Waddington, NY | Jun 2014 - Aug 2014 | < 1 |
| Ridgefield High School | Ridgefield, CT | Sep 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
- CT
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
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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