Samuel Aidan Siegel
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Bank of America, N.A.Jul 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2026 to now
- UnemployedJan 2026 to Jun 2026
- Ul SolutionsMay 2025 to Aug 2025
- University of Iowa College of EngineeringSep 2024 to Dec 2025
- Apachi VillageJun 2024 to Aug 2024
- DybsaJan 2024 to Jul 2024
- Apachi VillageJun 2023 to Aug 2023
- DybsaJan 2023 to Jul 2023
- University of IowaAug 2022 to Dec 2025
- Deerfield Park DistrictJun 2022 to Aug 2022
- DybsaJan 2022 to Jul 2022
- Deerfield Park DistrictJun 2021 to Aug 2021
- DybsaJan 2021 to Jul 2021
- Deerfield Park DistrictJun 2020 to Aug 2020
- DybsaJan 2020 to Jul 2020
- Deerfield HighschoolAug 2018 to May 2022
- Caruso Middle SchoolAug 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 8305426
- Firm CRD
- 7691