Samantha Ammari
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.
- Bank of America, N.A.Apr 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2026 to now
- UnemployedNov 2025 to Jan 2026
- Merill Lynch Bank of AmericaJun 2025 to Aug 2025
- GorjanaJan 2025 to Oct 2025
- Banana Republic- Gap IncSep 2024 to Jan 2025
- Wefluens LLCSep 2024 to Sep 2024
- UnemployedJun 2024 to Aug 2024
- University of California, MercedAug 2022 to Jun 2024
- UnemployedAug 2021 to Jul 2022
- Best Rv CenterJun 2019 to Jul 2021
- UnemployedJan 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8107180
- Firm CRD
- 7691