Morgan Stanley
47yrs
Top advisor by experience in District of Columbia
New
Sam Kast
Financial advisor at Merrill
Sam Kast is a fiduciary financial advisor in Washington, District of Columbia, registered since Jul 2026. Sam joined Merrill in 2026, 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 1327 advisors with offices in Washington, and one of 1282 fiduciaries.
At a glance
ExperienceNew to the profession (since Jul 2026)
How that compares ?New to the profession
Office1800 K St NW Adp - Home Office, Washington, DC 20006
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
- Aug 2026 – nowMerrillCurrent firm
Contact Sam
(800) 637-7455Firm headquarters in New York, NY. Ask for Sam. 1800 K St NW Adp - Home OfficeWashington, DC 20006Office · Get directions
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Questions to ask Sam
Tailored to Sam’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
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About Sam
How do I contact Sam?
Call Merrill at (800) 637-7455 and ask for Sam Kast. Sam works from the Washington, DC office.
How long has Sam been a financial advisor?
Sam is new to the profession, registered since Jul 2026, and holds 1 license.
What licenses does Sam hold?
Series 66. Tap any license on this page to see what it allows.
Is Sam a fiduciary?
Sam is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sam paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Sam 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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