William Blair & Company
47yrs
Top advisor by experience in Illinois
2yrs
Samuel Marquart
Financial advisor at Merrill
Samuel Marquart has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Chicago, Illinois. Samuel joined Merrill in 2024, 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 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office110 N Wacker Dr Pbig - Chicago, Chicago, IL 60606
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
- Nov 2024 – nowMerrillCurrent firm
Questions to ask Samuel
Tailored to Samuel’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Marquart. Samuel works from the Chicago, IL office.
How long has Samuel been a financial advisor?
Samuel has been in the industry since 2024, about 2 years. 2 years in the industry.
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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