Sam Parail, financial advisor Seattle WA

Sam Parail

CRD Number: 4562948
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Sam Parail (CRD# 4562948) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Seattle, WA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Seattle, WA Jan 2021 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle, WA Nov 2020 - Current 3
J. P Morgan Securities LLC Seattle, WA Jun 2015 - Nov 2020 5
J.p. Morgan Securities LLC Seattle, WA Oct 2012 - Jun 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2002
S63 Uniform Securities State Law Examination Nov 2020
Contact Info for Sam A. Parail
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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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