Samantha Singer

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

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

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-08-09
NY	RA	APPROVED	2022-07-20

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	07/2021	06/2022
University Of Maryland	College Park	MD	08/2017	05/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	06/2020	08/2020
Orchard Mile	New York	NY	06/2019	08/2019
Morris J Cohen And Co., P.C.	Philadelphia	PA	07/2018	08/2018
R.H. Smith School Of Business	College Park	MD	12/2017	05/2018
Upper Dublin High School	Maple Glen	PA	09/2013	06/2017
Unemployed	Dresher	PA	06/2017	08/2017
Bank Of America, N.A.	New York	NY	11/2021	06/2022
Morgan Stanley Smith Barney Llc	New York	NY	07/2022	Present

07/2021 → 06/2022

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
08/2017 → 05/2021

University Of Maryland

College Park, MD
06/2020 → 08/2020

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
06/2019 → 08/2019

Orchard Mile

New York, NY
07/2018 → 08/2018

Morris J Cohen And Co., P.C.

Philadelphia, PA
12/2017 → 05/2018

R.H. Smith School Of Business

College Park, MD
09/2013 → 06/2017

Upper Dublin High School

Maple Glen, PA
06/2017 → 08/2017

Unemployed

Dresher, PA
11/2021 → 06/2022

Bank Of America, N.A.

New York, NY
07/2022 → Present

Morgan Stanley Smith Barney Llc

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-11-08

Nearby Firms