Samuel
Stempler
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Samuel Stempler is a financial advisor based in Port Washington, New York with 1 year of relevant experience. Stempler is on the advisory team at Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Camp Parkwood, The Rex Burger & Lobster, Buckley Country Day Camp, Carmatic Inc, Binghamton University, Hofstra University Summer Camps, Great Neck South High School and Solomon Page. Stempler holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in New York and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory firm based in New York, NY. The firm has offices in 3,372 locations and a total of 36,687 advisors. It oversees $1 trillion in total assets between its 2,864,234 accounts, making it one of the largest firms in the nation by assets under management. The firm advises 4,459 charities and foundations. Of its 2,864,234 client accounts, 23% are associated with high-net-worth investors who have at least $1 million in assets available to invest. 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 for financial management typically vary depending on which services the firm provides the client. However, fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc most likely include any combination of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,093,689,238,206
36,687
2,864,234
$381,844
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 Stempler Work History
Samuel has been registered as a financial advisor for 1 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Carmatic Inc
Solomon Page
Buckley Country Day Camp
Camp Parkwood
Binghamton University
The Rex Burger & Lobster
Hofstra University Summer Camps
Great Neck South High School
*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 Stempler 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 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.
