LPL Financial
46yrs
Top advisor by experience in Chandler
12yrs
Samuel Thomas
Financial advisor at Merrill
Based in Chandler, Arizona, Samuel Thomas is a fiduciary financial advisor with 12 years of industry experience. Samuel joined Merrill in 2016, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 611 advisors with offices in Chandler, and one of 592 fiduciaries.
At a glance
Experience12 years (since 2015)
How that compares ?More experience than 60% of advisors in Chandler
OfficeChandler, AZ
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 ?1 state
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.
Career
- 2016 – nowMerrillCurrent firm
Contact Samuel
Chandler, AZOffice · Get directions Firm main line(800) 637-7455Headquarters: Merrill · New York, NYIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Samuel
Tailored to Samuel’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Samuel
How do I contact Samuel?
Call Merrill at (800) 637-7455 and ask for Samuel Thomas. Samuel works from the Chandler, AZ office.
How long has Samuel been a financial advisor?
Samuel has been in the industry since 2015, about 12 years. More experience than 60% of advisors in Chandler.
What licenses does Samuel hold?
Series 63, 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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