Samuel Cates Hilbish

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

• 09/2025 → 12/2025
  Wells Fargo Clearing Services
  Charlotte, NC
• 09/2025 → 11/2025
  Dysis
  Mc Lean, VA
• 07/2024 → 01/2025
  Concept Packaging Group
  Spartanburg, SC
• 06/2023 → 08/2023
  Concept Packaging Group
  Spartanburg, SC
• 06/2022 → 08/2022
  Cardinal Glass
  Mooresville, NC
• 07/2021 → 08/2021
  Amazon
  Charlotte, NC
• 06/2021 → 07/2021
  Landmark Builders
  Charlotte, NC
• 05/2019 → 08/2019
  Bruster's Ice Cream
  Cornelius, NC
• 05/2017 → 07/2017
  Camp Rock
  Huntersville, NC
• 08/2006 → 05/2020
  Cannon School
  Concord, NC
• 09/2020 → 05/2024
  Randolph-Macon College
  Ashland, VA
• 01/2025 → 09/2025
  Unemployed
  Kannapolis, NC
• 05/2020 → 09/2020
  Unemployed
  Davidson, NC
• 01/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Kannapolis, NC
• 02/2026 → Present
  Bank Of America, N.A.
  Kannapolis, NC

Exams

• S66 Uniform Combined State Law Examination
  2026-01-22
• S63 Uniform Securities Agent State Law Examination
  2025-10-31

Other Names

• Samuel Hilbish