Samuel James Olsen
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Bank of America, N.A.Nov 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2024 to now
- UnemployedJun 2024 to Sep 2024
- Axle Logistics LLCJan 2023 to Jun 2024
- UnemployedJan 2022 to Jan 2023
- Npc International Inc. / Jimmy Johns IncSep 2021 to Jan 2022
- UnemployedSep 2020 to Sep 2021
- Hound Ears Country ClubApr 2020 to Sep 2020
- UnemployedFeb 2020 to Apr 2020
- Yonahlossee Raquet ClubOct 2019 to Feb 2020
- UnemployedAug 2019 to Oct 2019
- Coeco Office SystemsMay 2019 to Aug 2019
- UnemployedSep 2018 to May 2019
- Appalachian State UniversityAug 2018 to Dec 2022
- Fedex GroundJun 2018 to Sep 2018
- UnemployedJan 2018 to Jun 2018
- Cinemark Brassfield Cinema 10Jul 2016 to Jan 2018
- Northern Guilford High SchoolAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7991931
- Firm CRD
- 7691