Samuel CabralCRD Number: 6655563
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Samuel Cabral (CRD# 6655563) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Francisco, CA and has over 3 years of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|Bank Of America, N. A.||San Francisco, CA||Jul 2019 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||San Francisco, CA||Jul 2018 - Current||3|
|University Of Arizona||Tucson, AZ||Aug 2014 - Aug 2018||4|
|Veeva Systems||Pleasanton, CA||Aug 2016 - May 2017||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||San Francisco, CA||May 2016 - Aug 2016||< 1|
|Jimmy John's||San Ramon, CA||May 2015 - Aug 2015||< 1|
|All Star Sports||Pleasanton, CA||Jun 2014 - Aug 2014||< 1|
|California High School||San Ramon, CA||Aug 2010 - Jun 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2018|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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, WY
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