Shimna Sameer

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

• 09/2005 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  North Easton, MA

Other Businesses

I*2066369, Entity Type, Entity Charitable, Name of OBA: NAAAP, Address: Lawrenceville, GA, 30043, Investment Related: No, Position, Title, Association: Director, Employee Start Date: 01/01/2023, No Hours: 2hrs/Mo, No Hours during trading: 0, Duties: board of director.I*: 2066368Entity Type: Entity CharitableName of OBA: GIRL SCOUTS OF GREATER NEWYORKAddress: New York. NY 10005Investment Related: No Position, Title, Association: DirectorEmployee Start Date: 06/01/2023Number of Hours: 10 hrs mthlyNumber of Hours during trading: 2 hrs mthly Duties: Member of the board, part of advancement committee I*4701278 Entity Type: Entity Charitable Name of OBA: God' Love We Deliver Address: NYC, New York, 10013 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 10/01/2026 Number of Hours: 3, Monthly Number of Hours during trading: 1, Monthly Duties: Provide food to sick and recovering NY residents Serve on the board and support with vision

Exams

• S66 Uniform Combined State Law Examination
  2015-10-26

Other Names

• Shimna Radhakrishnan