Erika Alexis Sammons

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

• 01/2016 → Present
  Bank Of America, N.A.
  Kingston, NY
• 01/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Kingston, NY

Previous Registrations

• 2009-03-13 → 2014-02-14
  Equitable Advisors, Llc
  Poughkeepsie, NY

Other Businesses

I*1044354For profit or not for profit: Entity For ProfitName of outside business organization: Bomel Realty Company LLCInvestment related: NAddress of business: Woodmere, New York, 11598Nature of business: ["Limited Liability Company"]Position, title, association: ["Owner"], Start date of relationship: 1/1/2023Number of hours devoted: 0 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , This is a family LLC that I am inheriting from my parents. I have no responsibilities at all. I will be collecting income from the property I*1044357For profit or not for profit: Entity For ProfitName of outside business organization: Bomel Riverhead Company LLCInvestment related: NAddress of business: Woodmere, New York, 11598Nature of business: ["Limited Liability Company"]Position, title, association: ["Owner"], Start date of relationship: 1/1/2023Number of hours devoted: 0 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , No responsibilities. This is a family owned LLC. I am inheriting a portion of it from my parents I*4536297, Entity Type: , Name of OBA: S R, Address: Bergenfield, New Jersey, 07621, Investment Related: N, Position, Title, Association: Successor Power of Attorney, Employee Start Date: 05/13/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4539269, Entity Type: , Name of OBA: S R, Address: Bergenfield, New Jersey, 07621, Investment Related: N, Position, Title, Association: Successor Power of Attorney, Employee Start Date: 05/13/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2008-04-10

Other Names

• Erika Alexis West
• Erika Sammons