Morgan Stanley
47yrs
Top 1% by experience in Westlake Village
4yrs
Samir Arora
Financial advisor at Merrill
Based in Westlake Village, California, Samir Arora is a fiduciary financial advisor with 4 years of industry experience. Samir has been with Merrill since 2022. 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 645 advisors with offices in Westlake Village, and one of 575 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office2815 Townsgate Rd, Westlake Village, CA 91361
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.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowMerrillCurrent firm
Contact Samir
Local office(805) 381-2678Ask for Samir. (800) 637-7455Main office · New York, NY 2815 Townsgate RdWestlake Village, CA 91361Office · Get directions
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Questions to ask Samir
Tailored to Samir’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 Samir
How do I contact Samir?
Call Samir’s local office at (805) 381-2678 or the Merrill main office at (800) 637-7455, and ask for Samir Arora.
How long has Samir been a financial advisor?
Samir has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Samir hold?
Series 66. Tap any license on this page to see what it allows.
Is Samir a fiduciary?
Samir is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Samir paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Samir 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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