Samuel Robert Biel

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 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Indianapolis, IN
• 12/2020 → 08/2022
  Southern Insurance And Financial Services (State Farm Agency)
  Evansville, IN
• 04/2019 → 11/2019
  Anytime Fitness
  St. Petersburg, FL
• 04/2018 → 09/2018
  Industrial Service Group
  Indianapolis, IN
• 04/2017 → 09/2017
  Alpha Connect
  Phoenix, AZ
• 05/2015 → 04/2017
  Standard Electric Supply Co
  Indianapolis, IN
• 08/2022 → 09/2022
  Unemployed
  Carmel, IN
• 05/2019 → 05/2022
  University Of South Florida
  St. Petersburg, FL
• 10/2018 → 04/2019
  Unemployed
  St. Petersburg, FL
• 09/2017 → 04/2018
  Unemployed
  Phoenix, AZ
• 11/2022 → Present
  Bank Of America N.A.
  Indianapolis, IN

Exams

• S66 Uniform Combined State Law Examination
  2023-01-27

Other Names

• Samuel R Biel