Sami Abboud, financial advisor Dallas TX

Sami Abboud

CRD Number: 4659582
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Sami Abboud (CRD# 4659582) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dallas, TX and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Dallas, TX Mar 2015 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas, TX Aug 1999 - Current 20
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2003
Contact Info for Sami Abboud
Phone Number: 800-637-7455
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    797,284
    MILLIONS
  • Total Number of Accounts
    2,472,247
    ACCOUNTS
  • Average Account Value
    $322,494
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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