Samuel Cates Hilbish
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
20 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
20 years in the industry.
- Bank of America, N.A.Feb 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2026 to now
- Wells Fargo Clearing ServicesSep 2025 to Dec 2025
- DysisSep 2025 to Nov 2025
- UnemployedJan 2025 to Sep 2025
- Concept Packaging GroupJul 2024 to Jan 2025
- Concept Packaging GroupJun 2023 to Aug 2023
- Cardinal GlassJun 2022 to Aug 2022
- AmazonJul 2021 to Aug 2021
- Landmark BuildersJun 2021 to Jul 2021
- Randolph-macon CollegeSep 2020 to May 2024
- UnemployedMay 2020 to Sep 2020
- Bruster's Ice CreamMay 2019 to Aug 2019
- Camp RockMay 2017 to Jul 2017
- Cannon SchoolAug 2006 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
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
- 8168563
- Firm CRD
- 7691