Merrill Lynch, Pierce, Fenner & Smith Inc
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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
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
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
Samantha Dohman Work History
Samantha has been registered as a financial advisor for 0 years.*
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Healthy Kids Day Camp
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.
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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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 email@example.com.
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