Samantha
Dohman

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#7679105
Investment Advisor
in Long Beach, NY

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About this Advisor

Samantha Dohman is a financial advisor operating in Long Beach, New York. Dohman is an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Famous Footwear, Healthy Kids Day Camp, Woodloch Pines, Woodbury Parks And Recreation, Monmouth University and Bank Of America, N.A. Dohman has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in New York. Merrill Lynch, Pierce, Fenner & Smith Inc is a company operating out of New York, NY. The firm has offices in 3,372 locations and a total of 36,687 employees. It administers $1 trillion in assets under management among its 2,864,234 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 4,459 charitable organizations. Of its 2,864,234 client accounts, 23% are held by high-net-worth investors who have greater than $1 million in investable assets. The firm offers 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 charged by financial advisors usually are based on which service is provided. Fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc can include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

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

52 E Park Ave
Long Beach, NY 11561

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

NY Average: 88
Total Number of Accounts

2,864,234

NY Average: 3,892
Average Account Size

$381,844

NY 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 Dohman Work History

Samantha has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Bank Of America, N.A

2022 - Present (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2021 - 2022 (1 year)

Woodloch Pines

2019 - 2019 (< 1 year)

Healthy Kids Day Camp

2018 - 2022 (4 years)

Monmouth University

2017 - 2018 (1 year)

Famous Footwear

2016 - 2018 (2 years)

Woodbury Parks And Recreation

*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 Dohman 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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Wilhelmina Lo
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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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