Samantha Leigh Haster

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

• 07/2011 → 06/2021
  Wells Fargo Bank, Na
  Fort Worth, TX
• 10/2018 → 06/2021
  Wells Fargo Clearing Services, Llc
  Fort Worth, TX
• 06/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX

Previous Registrations

• 2021-05-11 → 2021-06-23
  Wells Fargo Clearing Services, Llc
  Fort Worth, TX
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2021-05-10
• S63 Uniform Securities Agent State Law Examination
  2019-02-13

Other Names

• Samantha L Fannin
• Samantha Leigh Fannin