Samuel Lynn Cagle

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-02-03
GA	RA	APPROVED	2022-01-10
TN	RA	APPROVED	2021-09-28

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Knoxville	TN	09/2018	01/2022
Unites States Golf Association	Erin	WI	05/2017	07/2017
United States Golf Association	South Hampton	NY	05/2018	07/2018
Pebble Beach Resort	Monterrey	CA	05/2019	07/2019
University Of Tennessee	Knoxville	TN	05/2015	12/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Atlanta	GA	01/2022	Present
Bank Of America, N.A.	Atlanta	GA	01/2022	Present

09/2018 → 01/2022

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Knoxville, TN
05/2017 → 07/2017

Unites States Golf Association

Erin, WI
05/2018 → 07/2018

United States Golf Association

South Hampton, NY
05/2019 → 07/2019

Pebble Beach Resort

Monterrey, CA
05/2015 → 12/2019

University Of Tennessee

Knoxville, TN
01/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Atlanta, GA
01/2022 → Present

Bank Of America, N.A.

Atlanta, GA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-09-21

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