Samuel
Showery

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6824512
Investment Advisor
in Oak Brook, IL

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About this Advisor

Samuel Showery is a financial advisor working out of Oak Brook, Illinois who has 3 years of industry experience. Showery is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, they have worked at The Michael Group, Move West Inc, Total Nutrition, Body Works Family Sports Center, University Of Texas At Arlington, Td Ameritrade, Valic Financial Advisors, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Costco, Bank Of America, N.A and Texas Tech University. Showery maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to serve investors in Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment business that has its headquarters in New York, NY. It has offices in 3,372 locations and a total of 36,687 employees. It handles $1 trillion in assets among its 2,864,234 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 4,459 charitable organizations. Of its 2,864,234 accounts, 23% are associated with high-net-worth clients who have greater than $1 million in investable assets. The advisory firm has a number 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. Fees for financial advice are based on which services the firm provides the client. Fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc can consist of some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 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

2021 Spring Rd
Oak Brook, IL 60523

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

IL Average: 88
Total Number of Accounts

2,864,234

IL Average: 3,892
Average Account Size

$381,844

IL 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

Samuel Showery Work History

Samuel has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2020 - Present (4 years)

Bank Of America, N.A

2019 - 2020 (1 year)

Valic Financial Advisors, Inc

2017 - 2019 (2 years)

The Michael Group

2017 - 2019 (2 years)

Td Ameritrade

2017 - 2017 (< 1 year)

Costco

2016 - 2016 (< 1 year)

University Of Texas At Arlington

2015 - 2016 (1 year)

Move West Inc

2015 - 2015 (< 1 year)

Total Nutrition

2013 - 2015 (2 years)

Body Works Family Sports Center

2010 - 2014 (4 years)

Texas Tech University

*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 Samuel Showery 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

Katelyn Gallagher
Scottsdale, AZ
Jennifer Hong
Newport Beach, CA
Jennifer Winstel
Charlotte, NC
Eric Scuderi
Jersey City, NJ
Barbara Kinsey
Jacksonville, FL
Cheryl Blair
Westlake, OH
Jennifer Roensch
Vienna, VA
Charles Franckowiak
Westmont, IL

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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