Samuel Nathan Tuckerman

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

• 06/2013 → 05/2018
  Florida State University
  Tallahassee, FL
• 05/2016 → 09/2016
  Speed E Tab
  Miami, FL
• 05/2018 → 12/2018
  Blue Chip Wealth Management
  Miami, FL
• 03/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 01/2019 → 02/2019
  Unemployed
  Miami, FL
• 03/2019 → Present
  Bank Of America, N.A.
  Miami, FL

Exams

• S66 Uniform Combined State Law Examination
  2018-11-15

Other Names

• Sammy Tuckerman
• Sam Tuckerman
• Samuel Nathan Tuckerman
• Samuel Tuckerman