Samuel Harris, financial advisor Asheville NC

Samuel Harris

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Samuel S. Harris
Phone Number: 800-637-7455
Registered State(s):
  • NC
  • OH
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
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 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)
  • 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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