Samantha Anice Kennedy

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/1996 → Present
  Bank Of America, N.A.
  Houston, TX
• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX

Previous Registrations

• 2002-12-19 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Houston, TX
  Houston, TX

Other Businesses

I*, 5336271 Entity Type: Entity Charitable Name of OBA: St Agnes Academy Address: Houston, Texas, 77036 Investment Related: No Position, Title, Association: Committee Employee Start Date: 08/30/2026 No Hours: 5 hours per month No Hours during trading: 0 Duties: All girls high school in Houston TX. Participate in advancement committee which assists the administration in outreach to current and prior parents.

Exams

• S66 Uniform Combined State Law Examination
  2002-12-18

Other Names

• Samantha Anice Currier