Samuel Hanks Manwaring

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

• 09/2022 → 08/2024
  The Vanguard Group, Inc
  Scottsdale, AZ
• 09/2018 → 04/2022
  Brigham Young University - Idaho
  Rexburg, ID
• 07/2018 → 08/2022
  Spark Marketing Llc / Natura Sales Group
  Rexburg, ID
• 08/2016 → 07/2018
  Church Of Jesus Christ Of Latter-Day Saints
  Quito
• 08/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mesa, AZ
• 11/2024 → Present
  Bank Of America, N.A.
  Mesa, AZ

Previous Registrations

• 2022-11-18 → 2024-09-10
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2022-11-17

Other Names

• Samuel Manwaring
• Sam Manwaring