Samuel HarrisCRD Number: 6917488
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Samuel Harris (CRD# 6917488) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Asheville, NC and has over 3 years of experience in the finance industry.
Joel Adams And Associates Inc.
|Bank Of America, N.a.||Cleveland, OH||Apr 2019 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Cleveland, OH||Mar 2019 - Current||3|
|Rust Belt Pepper Company||Canton, OH||Feb 2019 - Mar 2019||< 1|
|T3 Trading Group, LLC||New York, NY||Feb 2018 - Jan 2019||< 1|
|Oberlin College||Oberlin, OH||Sep 2014 - May 2018||3|
|Union Square Practice||New York, NY||May 2017 - Aug 2017||< 1|
|Stevenson High School||Lincolnshire, IL||Feb 2008 - Aug 2014||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2019|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- 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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