Samuel E Ero

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

• 07/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 08/2021 → 05/2025
  University Of Florida
  Gainesville, FL
• 06/2024 → 08/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 07/2023 → 02/2024
  Switch
  Gainesville, FL
• 06/2023 → 08/2023
  Timuquana Country Club
  Jacksonville, FL
• 06/2022 → 08/2022
  Timuquana Country Club
  Jacksonville, FL
• 08/2015 → 05/2021
  Episcopal School Of Jacksonville
  Jacksonville, FL
• 05/2020 → 07/2020
  Adventure Holdings Llc
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2025-03-11

Other Names

• Samuel Eghosa Ero