Merrill
47yrs
Top advisor by experience in Indianapolis
8yrs
Samuel Smith
Financial advisor at Merrill
Based in Indianapolis, Indiana, Samuel Smith is a fiduciary financial advisor with 8 years of industry experience. Samuel joined Merrill in 2019, after less than a year at Charles Schwab & CO.. 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 1738 advisors with offices in Indianapolis, and one of 1555 fiduciaries.
At a glance
Experience8 years (since 2019)
How that compares ?8 years in the industry
Office510 E 96th St, Indianapolis, IN 46240
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
- 2019 – nowMerrillCurrent firm
- Jun 2019 – Aug 2019Charles Schwab & CO., Inc.Previously
Contact Samuel
Local office(317) 706-3160Ask for Samuel. (800) 637-7455Main office · New York, NY 510 E 96th StIndianapolis, IN 46240Office · Get directions
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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
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About Samuel
How do I contact Samuel?
Call Samuel’s local office at (317) 706-3160 or the Merrill main office at (800) 637-7455, and ask for Samuel Smith.
How long has Samuel been a financial advisor?
Samuel has been in the industry since 2019, about 8 years. 8 years in the industry.
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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