Samuel Levin
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 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
13 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2026 to now
- Newedge Advisors, LLCOct 2025 to Mar 2026
- Commonwealth Financial NetworkJun 2024 to Oct 2025
- Blakely Financial IncJun 2023 to Oct 2025
- Elon UniversityJul 2022 to Jun 2023
- Camp High RocksJun 2022 to Jul 2022
- Elon UniversityJun 2020 to Jun 2022
- The Bolles SchoolAug 2013 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7754201
- Firm CRD
- 7691