Sam Lantow

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

• 12/2001 → Present
  Merrill Lynch, Pierce, Fenner And Smith Incorporated
  Bellevue, WA
• 12/2009 → Present
  Bank Of America, Na
  Olympia, WA

Other Businesses

I*2026312, Entity Type Fiduciary, Name of OBA: DWC Irrevocable Trust Address: Tumwater, Washington, 98512 Investment Related: No Position, Title, Association: Trustee Employee Start Date: Sep-30-2024 No Hours: 20 yearly No Hours during trading: 0 Duties: I*2032295, Entity Type Fiduciary, Name of OBA: S S L TTEE R L TTEE U/A DTD 05/27/2004 Address: Tumwater, Washington, 98512 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 03-Oct-2024 No Hours: 20 yearly No Hours during trading: 0 Duties: I*2686262, Entity Type: , Name of OBA: R C L Family Trust, Address: Tumwater, Washington, 98512, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 05/15/2025, No Hours: 0 Weekly, No Hours during Trading: 0 Weekly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2002-03-26

Other Names

• Samuel Scott Lantow