Samuel Heise

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 → 05/2026
  Florida Financial Advisors
  Orlando, FL
• 02/2025 → 04/2026
  The Accolade Collegiate Village West - Greystar
  Orlando, FL
• 12/2023 → 03/2025
  Patticakes
  Newberry, FL
• 06/2021 → 05/2024
  The Rock School
  Gainesville, FL
• 02/2020 → 08/2020
  Gainesville Heath And Fitness
  Newberry, FL
• 08/2009 → 05/2022
  The Rock School
  Gainesville, FL
• 08/2022 → 05/2024
  Santa Fe College
  Gainesville, FL
• 08/2024 → 05/2026
  University Of Central Florida
  Orlando, FL
• 06/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Orlando, FL
• 08/2026 → Present
  Bank Of America, N.A.
  Orlando, FL

Previous Registrations

• 2026-05-08 → 2026-05-28
  Florida Financial Advisors, Llc
  Orlando, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-06-27
• S65 Uniform Investment Adviser Law Examination
  2026-04-29

Other Names

• Samuel Heise
• Samuel Jonathan Heise