Samuel Cagle
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Samuel Cagle is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in Global Corporate & Institutional Advisory Services since 2021. He has been with Merrill Lynch since 2015, assisting clients in simplifying their financial lives by helping them establish and prioritize goals.
Samuel leverages the global resources of Merrill and access to lending and credit solutions from Bank of America to deliver tailored strategies. His expertise includes asset allocation guidance, tax-minimization strategies, retirement income strategies, and wealth transfer planning. He holds the Chartered Retirement Planning Counselor (CRPC) designation and Personal Investment Advisor (PIA) certification, as well as FINRA Series 7 and 66 registrations.
Raised in Knoxville, Tennessee, Samuel earned a Bachelor of Science degree in Finance from the University of Tennessee. Residing in Midtown Atlanta, he spends his time cooking, running, playing golf, and enjoys history and film.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Retirement income strategy
General retirement planning
Wealth management
General tax planning
Multi-generational wealth transfer
Location
3455 Peachtree Rd Ne
Atlanta, GA 30326
Most active in
Samuel C has reported serving >5 clients in these states in the last 12 months.
Georgia · Tennessee · Texas
Work history
Bank of America, N.A.
2022 - Present (4 years)
Merrill
2022 - Present (4 years)
Pebble Beach Resort
2019 - 2019 (1 year)
Merrill
2018 - 2022 (4 years)
United States Golf Association
2018 - 2018 (1 year)
Unites States Golf Association
2017 - 2017 (1 year)
University of Tennessee
2015 - 2019 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Charles S
CFP®, Series 66
Atlanta, GA
Steele Financial Studios
Gregory S
Series 63, Series 66
Atlanta, GA
Smarr Financial Services Inc.
James S
Series 65
Duluth, GA
Stanhouse Financial Planning and Management, LLC
Adam D
Series 65
Atlanta, GA
Adam Capital
Jason A
Series 63, Series 65
Smyrna, GA
Opportunity Investment Group, LLC
Chloe M
CFP®, Series 63
Atlanta, GA
Financial Staples
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