Samantha Casesa

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

• 05/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 10/2023 → 05/2026
  Danas Organic Wines Inc Dba Wander Ivy
  New York, NY
• 04/2024 → 05/2024
  Consolidated Content
  New York, NY
• 06/2022 → 09/2024
  Nyc Empire Tours And Productions L
  New York, NY
• 11/2022 → 05/2023
  Muse Cafe, Inc.
  Los Angeles, CA
• 07/2022 → 08/2022
  Hbo
  New York, NY
• 10/2022 → 05/2023
  2460 Wilshire Restaurant Llc
  Santa Monica, CA
• 09/2022 → 10/2022
  8472 Melrose Place Llc
  West Hollywood, CA
• 02/2021 → 05/2022
  Coffee Commissary Llc
  Los Angeles, CA
• 09/2020 → 06/2021
  Tutor Boost Inc
  Los Angeles, CA
• 02/2020 → 08/2021
  Viral Ventures Inc
  Los Angeles, NY
• 10/2019 → 12/2019
  Dls Ck Partnership
  Los Angeles, CA
• 09/2019 → 09/2022
  Tres La Inc
  Los Angeles, CA
• 09/2019 → 06/2021
  Click Tutoring Group Llc
  Los Angeles, CA
• 06/2019 → 08/2019
  Unemployed/Extended Travel
  New York, NY
• 03/2019 → 05/2019
  Pete Miller's Evanston Llc
  Evanston, IL
• 09/2015 → 06/2019
  Northwestern University
  Evanston , IL
• 06/2018 → 08/2018
  Orsay Restaurant
  New York, NY
• 01/2018 → 06/2019
  Northwestern University
  Evanston , IL
• 06/2017 → 08/2017
  Buddakan Restaurant
  New York, NY
• 09/2019 → 05/2022
  Gm Events Llc
  Los Angeles, CA
• 07/2026 → Present
  Bank Of America, N.A.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2026-05-23