Samuel Armando Martinez
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.Jun 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2026 to now
- Wells Fargo Bank, NAJan 2024 to Apr 2026
- UnemployedJun 2023 to Jan 2024
- Diamond Baseball Holdings LLC / San Jose GiantsDec 2022 to Jun 2023
- J.P. Morgan Securities LLCAug 2022 to Nov 2022
- JPMorgan Chase Bank, N.A.Aug 2022 to Nov 2022
- CitiJul 2021 to Jul 2022
- UnemployedJan 2021 to Jun 2021
- Wells FargoJul 2018 to Oct 2019
- StarbucksJul 2018 to Jul 2019
- Carmax, Inc.Oct 2016 to May 2017
- San Francisco GiantsMay 2016 to Apr 2018
- Oakland Athletics / Athletics Investment Group LLCMay 2016 to Jan 2017
- Maryville UniversityAug 2015 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7321737
- Firm CRD
- 7691