Samuel Aidan Siegel

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

• 06/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Northbrook, IL
• 05/2025 → 08/2025
  Ul Solutions
  Northbrook, IL
• 09/2024 → 12/2025
  University Of Iowa College Of Engineering
  Iowa City, IA
• 06/2024 → 08/2024
  Apachi Village
  Northbrook, IL
• 01/2024 → 07/2024
  Dybsa
  Deerfield, IL
• 06/2023 → 08/2023
  Apachi Village
  Northbrook, IL
• 01/2023 → 07/2023
  Dybsa
  Deerfield, IL
• 06/2022 → 08/2022
  Deerfield Park District
  Deerfield, IL
• 01/2022 → 07/2022
  Dybsa
  Deerfield, IL
• 06/2021 → 08/2021
  Deerfield Park District
  Deerfield, IL
• 01/2021 → 07/2021
  Dybsa
  Deerfield, IL
• 06/2020 → 08/2020
  Deerfield Park District
  Deerfield, IL
• 01/2020 → 07/2020
  Dybsa
  Deerdfield, IL
• 08/2022 → 12/2025
  University Of Iowa
  Iowa City, IA
• 08/2018 → 05/2022
  Deerfield Highschool
  Deerfield, IL
• 01/2026 → 06/2026
  Unemployed
  Deerfield, IL
• 08/2015 → 06/2018
  Caruso Middle School
  Deerfield, IL
• 07/2026 → Present
  Bank Of America, N.A.
  Northbrook, IL

Exams

• S66 Uniform Combined State Law Examination
  2026-06-25

Other Names

• Samuel A Siegel