Samuel
Cabral

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6655563
Investment Advisor
in San Francisco, CA

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About this Advisor

Samuel Cabral is a financial advisor based in San Francisco, California, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Samuel has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, All Star Sports, Jimmy John's, Veeva Systems, University of Arizona, and Bank of America, N.A. Samuel has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Samuel is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of San Francisco, California. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

555 California St Pbig - San Francisco
San Francisco, CA 94104

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,271,593,679,276

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

34,934

CA Average: 88
Total Number of Accounts

2,911,578

CA Average: 3,892
Average Account Size

$436,737

CA Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Samuel Cabral Work History

2019 - Present (5 years)

Bank Of America, N. A

2018 - Present (6 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2016 (< 1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2017 (1 year)

Veeva Systems

2015 - 2015 (< 1 year)

Jimmy John'S

2014 - 2014 (< 1 year)

All Star Sports

2014 - 2018 (4 years)

University Of Arizona

Disclosures

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

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Scottsdale, AZ
Fabio Estrella De Assis
Saint Louis, MO
Taylor Ally
San Francisco, CA
Antonia Arena
Florham Park, NJ
Shane Siler
San Francisco, CA
Katharine Tomasino
Jericho, NY
Shaun Riley
Charlotte, NC
Holly Rampertab
Salt Lake City, UT

The content in this profile was updated by SmartAsset on 6/19/2024. 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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