Samuel Armando Martinez

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

• 04/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 01/2024 → 04/2026
  Wells Fargo Bank, Na
  San Francisco, CA
• 12/2022 → 06/2023
  Diamond Baseball Holdings Llc / San Jose Giants
  San Jose, CA
• 06/2023 → 01/2024
  Unemployed
  San Francisco, CA
• 08/2022 → 11/2022
  J.P. Morgan Securities Llc
  San Francisco, CA
• 08/2022 → 11/2022
  Jpmorgan Chase Bank, N.A.
  San Francisco, CA
• 07/2021 → 07/2022
  Citi
  San Francisco, CA
• 07/2018 → 10/2019
  Wells Fargo
  San Francisco, CA
• 05/2016 → 04/2018
  San Francisco Giants
  San Francisco, CA
• 07/2018 → 07/2019
  Starbucks
  St. Louis, MO
• 05/2016 → 01/2017
  Oakland Athletics / Athletics Investment Group Llc
  Oakland, CA
• 08/2015 → 12/2020
  Maryville University
  St. Louis, MO
• 01/2021 → 06/2021
  Unemployed
  San Francisco, CA
• 10/2016 → 05/2017
  Carmax, Inc.
  St. Louis, MO
• 06/2026 → Present
  Bank Of America, N.A.
  San Francisco, CA

Other Businesses

I*: 4515292 Entity Type: Fiduciary role Name of the other business E.C.M Whether the business is investment-related No Address of the other business San Bruno, CA Title, or relationship with the other business Power of Attorney Start date of your relationship 12/03/2025 Approximate number of hours/month you devote to the other business 4 hrs mthly Number of hours you devote to the other business during securities trading hours 0 Briefly describe your duties relating to the other business POA/ Parent I*: 4519311 Entity Type: Fiduciary role Name of the other business J.O.M Whether the business is investment-related No Address of the other business San Bruno, CA Title, or relationship with the other business Power of Attorney Start date of your relationship 01/01/2025 Approximate number of hours/month you devote to the other business 4 hrs mthly Number of hours you devote to the other business during securities trading hours 0 Briefly describe your duties relating to the other business POA/Parent

Exams

• S66 Uniform Combined State Law Examination
  2026-08-05

Other Names

• Samuel A Martinez
• Samuel Martinez
• Sam Martinez