UBS Financial Services
47yrs
Top 1% by experience in Atlanta
25yrs
Based in Atlanta, Georgia, Samuel Wright is a fiduciary financial advisor with 25 years of industry experience. Samuel has been with Merrill since 2004. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 74% of advisors at Merrill
Office3455 Peachtree Rd NE, Atlanta, GA 30326
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2004 – nowMerrillCurrent firm
Contact Samuel
(800) 637-7455Firm headquarters in New York, NY. Ask for Samuel. 3455 Peachtree Rd NEAtlanta, GA 30326Office · Get directions
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Questions to ask Samuel
Tailored to Samuel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Samuel
How do I contact Samuel?
Call Merrill at (800) 637-7455 and ask for Samuel Wright. Samuel works from the Atlanta, GA office.
How long has Samuel been a financial advisor?
Samuel has been in the industry since 2001, about 25 years. More experience than 74% of advisors at Merrill.
What licenses does Samuel hold?
Series 66. Tap any license on this page to see what it allows.
Is Samuel a fiduciary?
Samuel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Samuel paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Samuel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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