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Laura Mesquita Borba sampaio

Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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

11 years in the industry.

  1. Bank of America, N.A.Jan 2026 to now
  2. Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2024 to now
  3. Half Time Good Times BarJun 2023 to Dec 2023
  4. At&t Corpo Ezpag USANov 2022 to May 2023
  5. UnemployedJul 2022 to Nov 2022
  6. G&s TransportationMar 2021 to Dec 2021
  7. Self EmployeeJan 2021 to Jul 2022
  8. Mediterranean 2000 RestaurantMar 2020 to Mar 2021
  9. Straight Ahead CompanyJan 2019 to Mar 2020
  10. Jovem Pan RadioDec 2015 to Jan 2019

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (PA, 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
8206292
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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