Samuel Pastan Lazar

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 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Stamford, CT
• 09/2017 → 08/2025
  Old Oaks Country Club
  Purchase, NY
• 06/2024 → 08/2024
  Barnum Financial Group
  Elmsford, NY
• 07/2023 → 08/2023
  Gamco Investors, Inc. (Gabelli Funds)
  Rye, NY
• 05/2022 → 08/2022
  Old Oaks Country Club
  Purchase, NY
• 05/2021 → 06/2021
  Rakow Commercial Realty Group
  White Plains, NY
• 08/2021 → 05/2025
  Syracuse University
  Syracuse, NY
• 09/2017 → 06/2021
  Blind Brook High School
  Rye Brook, NY
• 09/2014 → 06/2017
  Blind Brook Middle School
  Rye Brook, NY
• 11/2025 → 04/2026
  Unemployed
  Rye Brook, NY
• 06/2026 → Present
  Bank Of America, N.A.
  Stamford, CT

Exams

• S66 Uniform Combined State Law Examination
  2026-07-27

Other Names

• Samuel Lazar