Sara R Spatola

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 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 05/2020 → 09/2025
  Kingman Yacht Center
  Cataumet, MA
• 12/2023 → 06/2024
  Eaton Financial - Lpl Financial
  Westchase, FL
• 10/2022 → 01/2025
  Hotworx
  Wesley Chapel, FL
• 11/2022 → 01/2023
  Merrill Lynch
  Punta Gorda, FL
• 09/2018 → 06/2020
  Stardust Gym
  East Bridgewater, MA
• 05/2019 → 09/2019
  Silver Beach Pizza And Seafood
  Falmouth, MA
• 08/2017 → 05/2019
  Bridgewater Raynham Regional Highschool
  Bridgewater, MA
• 11/2015 → 08/2017
  Bridgewater Middle School
  Bridgewater, MA
• 11/2022 → 01/2025
  Chs Fitness
  Cataumet, MA
• 08/2021 → 05/2025
  University Of South Florida
  Tampa, FL
• 11/2025 → Present
  Bank Of America, N.A.
  Boston, MA

Other Businesses

I*2898278, Entity Type Entity For Profit, Name of OBA: Kingman Yacht Center Address: CataumetMassachusetts02534 Investment Related: No Position, Title, Association: Employee Employee Start Date: 06/23/2025No Hours: 9 monthly No Hours during trading: 0 Duties: I work on the fuel dock. My responsibilities include fueling boats and ensuring smooth management of the fuel dock. Such as maintaining customer satisfaction and ensuring accuracy of daily financials. Marina - stores, services, and fuels boats. I*4006267, Entity Type: , Name of OBA: Good Sports, Address: Braintree, Massachusetts, 02184, Investment Related: N, Position, Title, Association: Boston Emerging Leaders Council, Employee Start Date: 03/26/2026, No Hours: 3 Monthly, No Hours during Trading: 0 Monthly, Duties: I will be joining the Boston Emerging Leaders Council. This is a board of young professionals who are tasked with spreading awareness, fundraising, and hosting yearly events. There is a monthly virtual meeting. Creating equal access in youth sports and physical activities, by supporting children in high need communities. They work directly with companies in the sporting goods industry to obtain a variety of athletic equipment and apparel.

Exams

• S66 Uniform Combined State Law Examination
  2026-02-06

Other Names

• Sara Reese Spatola