Samantha
Blackman

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6428869
Investment Advisor
in Newport Beach, CA

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About this Advisor

Samantha Blackman is a financial advisor who works in Newport Beach, California who has 8 years of relevant experience. Blackman is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. The advisor has gained experience at Law Offices Of Darren J. Goodman, Apc, Jack A. Cross & Associates, Inc, Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Blackman maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in California and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a firm operating out of New York, NY. The company has offices in 3,372 locations and a total of 36,687 employees. It controls $1 trillion in assets among its 2,864,234 accounts, placing it among the largest firms in the country by assets under management. The firm advises 4,459 charitable organizations. Of its 2,864,234 client accounts, 23% are associated with high-net-worth clients who have at least $1 million in investable assets. The advisory firm provides a broad array of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fees typically vary depending on which services the firm provides the client. Fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc likely are comprised of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

8 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

520 Newport Center Dr
Newport Beach, CA 92660

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

CA Average: $7,464,549,021
Total Number of Employees

36,687

CA Average: 88
Total Number of Accounts

2,864,234

CA Average: 3,892
Average Account Size

$381,844

CA Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Samantha Blackman Work History

Samantha has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2015 - Present (9 years)

Bank Of America, N.A

2015 - 2015 (< 1 year)

Jack A. Cross & Associates, Inc

2014 - 2015 (1 year)

Morgan Stanley

2013 - 2014 (1 year)

Jack A. Cross & Associates, Inc

2011 - 2013 (2 years)

Law Offices Of Darren J. Goodman, Apc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Samantha Blackman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

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Steven Crate
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William Edgar
New York, NY
Mark Wierda
Jacksonville, FL
Amy Sorge
New York, NY
Thanh Le
Dallas, TX
Louise Burke
Washington, DC
Patrick Riley
Sammamish, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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