Michael James Samonas
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Bank of America, N.A.Jan 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2022 to now
- Darden RestaurantsSep 2019 to Dec 2019
- Equitable Advisors, LLCAug 2019 to Oct 2022
- AXA Advisors, LLCJun 2019 to Jun 2020
- Financial Compass Group, LLCMay 2018 to Aug 2018
- Putnam InvestmentsDec 2017 to May 2018
- Bentley UniversityAug 2017 to May 2019
- The Provident BankMay 2017 to Aug 2017
- Fire GrillJan 2017 to May 2017
- College of CharlestonAug 2015 to May 2017
- Surf RestaurantJun 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (NH, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6937243
- Firm CRD
- 7691