Isaac Samson
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2026 to now
- UnemployedJul 2025 to Sep 2026
- TD Bank N.A.Nov 2024 to Jul 2025
- TD Private Client Wealth LLCNov 2024 to Jul 2025
- Fidelity InvestmentsOct 2023 to Oct 2024
- Lbmz Securities, Inc.Sep 2022 to Sep 2023
- J. P. Morgan Securities LLCJan 2022 to Aug 2022
- JPMorgan Chase Bank, N.A.Sep 2019 to Aug 2022
- UnemployedMay 2019 to Aug 2019
- Amazon Services, Inc.Mar 2019 to Apr 2019
- UnemployedNov 2018 to Feb 2019
- Best BuyNov 2017 to Oct 2018
- UnemployedSep 2016 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 7498104
- Firm CRD
- 7691