Samantha Jane Rodrigues

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

• 05/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Paso Robles, CA
• 08/2022 → 05/2024
  Bank Of America
  Paso Robles, CA
• 02/2014 → 08/2022
  Starbucks Coffee Company
  Paso Robles, CA
• 07/2023 → 03/2024
  University Of Arizona
  Chandler, AZ
• 06/2024 → Present
  Bank Of America, N.A
  Paso Robles, CA

Other Businesses

I*3491269 Entity Type: N/A Name of OBA: Atascadero Chamber of Commerce- Ambassador Program Address: Atacadero, California, 93422 Investment Related: No Position, Title, Association: Other Employee Start Date: 01/13/2026 Number of Hours: 5, Monthly Number of Hours during trading: 0, Monthly Duties: Connect local businesses within the community. Being at chamber meetings, connecting businesses, and networking.

Exams

• S66 Uniform Combined State Law Examination
  2024-08-28

Other Names

• Samantha Jane Simonini
• Samantha Rodrigues