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Samuel Lloyd Yeager

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pittsford, NY

Houston, TX

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-08-26
NY RA APPROVED 2021-04-19
TX RA APPROVED 2019-08-29
CT RA APPROVED 2019-05-20
  • UT RA
    APPROVED
    Since 2026-08-26
  • NY RA
    APPROVED
    Since 2021-04-19
  • TX RA
    APPROVED
    Since 2019-08-29
  • CT RA
    APPROVED
    Since 2019-05-20

Branch Locations

1241 Pittsford Victor Rd, Pittsford, NY 14534 • United States

800 Capitol St, Houston, TX 77002 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsford NY 02/2019 Present
Unemployed Rochester NY 09/2018 02/2019
Brown & Brown Of Ny Inc Rochester NY 06/2018 09/2018
Travel/ Unemployed Columbia MO 04/2018 06/2018
Tig Advisors Columbia MO 03/2016 04/2018
Bank Of America, N.A. Pittsford NY 04/2019 Present
  • 02/2019 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Pittsford, NY
  • 09/2018 → 02/2019
    Unemployed
    Rochester, NY
  • 06/2018 → 09/2018
    Brown & Brown Of Ny Inc
    Rochester, NY
  • 04/2018 → 06/2018
    Travel/ Unemployed
    Columbia, MO
  • 03/2016 → 04/2018
    Tig Advisors
    Columbia, MO
  • 04/2019 → Present
    Bank Of America, N.A.
    Pittsford, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-17
  • S66 Uniform Combined State Law Examination
    2019-05-17
Other Names
  • Samuel Yeager

View on SEC IAPD

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ARMBRUSTER CAPITAL MANAGEMENT, INC. · PITTSFORD, NY
KICKSTAND WEALTH ADVISORS · PITTSFORD, NY
MARK ANDREW PAGANELLI · PITTSFORD, NY
MORGAN STANLEY · Pittsford, NY
CHARLES SCHWAB & CO., INC. · Pittsford, NY
COMMONWEALTH FINANCIAL NETWORK · Pittsford, NY
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