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Sam Sayyad

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Vienna, VA

CRD 3221768

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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:

Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2006-11-20
DC RA APPROVED 2005-07-07
MD RA APPROVED 2005-04-15
VA RA APPROVED 2005-04-15
  • TX RA
    APPROVED
    Since 2006-11-20
  • DC RA
    APPROVED
    Since 2005-07-07
  • MD RA
    APPROVED
    Since 2005-04-15
  • VA RA
    APPROVED
    Since 2005-04-15

Branch Locations

8075 Leesburg Pike, Vienna, VA 22182 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 Vienna VA 04/2005 Present
Bank Of America, Na Vienna VA 12/2009 Present
  • 04/2005 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691
    Vienna, VA
  • 12/2009 → Present
    Bank Of America, Na
    Vienna, VA
Previous Registrations
  • 2000-10-02 → 2005-04-18
    Morgan Stanley Dw Inc.
    Reston, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-08-27
  • S66 Uniform Combined State Law Examination
    1999-08-27
Other Names
  • Sam Sayyad
  • Osama Shinadeh Sayyad
  • O. S Sayyad
  • O S Sayyad

View on SEC IAPD

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Nearby Investors

MARY ELIZABETH ELLISON
ROBERT BURTON LANK
AMIR EYAL

Nearby Offices

OSAIC WEALTH, INC. · VIENNA, VA
CAPITOL PRIVATE WEALTH GROUP LLC · VIENNA, VA
AMERIPRISE FINANCIAL SERVICES, LLC · VIENNA, VA

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