Samuel Levy Yonack

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2021 → 05/2025
  Fidelity Investments
  Westlake, TX
• 03/2021 → 09/2021
  N/A-Unemployed
  Los Angeles, CA
• 10/2018 → 03/2021
  Omnicom Media Group, Omd Usa
  Los Angeles, CA
• 08/2016 → 09/2017
  Twentieth Century Fox Film Corporation
  Los Angeles, CA
• 10/2017 → 10/2018
  Omnicom Media Group, Omd Usa
  Los Angeles, CA
• 03/2025 → 05/2025
  Fidelity Investments
  Boston, MA
• 07/2025 → Present
  Morgan Stanley
  Dallas, TX

Previous Registrations

• 2025-03-31 → 2025-05-30
  Strategic Advisers Llc
  Dallas, TX
  Boston, MA
  Westlake, TX
• 2022-11-18 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-11-11
• S63 Uniform Securities Agent State Law Examination
  2022-02-04

Other Names

• Sam Yonack
• Samuel Levy Yonack
• Samuel L Yonack