Samuel Mondelo

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

• 07/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pembroke Pines, FL
• 06/2019 → 07/2024
  Bank Of America
  Pembroke Pines, FL
• 02/2016 → 08/2019
  Pet Supermarket
  Coconut Grove, FL
• 09/2024 → Present
  Bank Of America, N.A.
  Pembroke Pines, FL

Other Businesses

I*: 1953266 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Hialeah, FL Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 02/01/2024 Number of Hours: 0 Number of Hours during trading: 0 Duties:

Exams

• S66 Uniform Combined State Law Examination
  2024-05-22

Other Names

• Sam Mondelo