Advisor at Merrill
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Samuel Cherny is a Senior Financial Advisor at Merrill Lynch Wealth Management, operating from the firm’s flagship Fifth Avenue office in New York City. He leads an experienced advisory team that serves high net worth individuals, families, and small businesses nationwide. Samuel and his team draw upon over 80 years of collective financial services experience to deliver comprehensive investment and wealth management strategies.
His approach emphasizes customized financial planning that considers clients’ time horizons, liquidity needs, and tax circumstances to help them achieve long-term objectives. Services provided by his team include investment management, personal banking, trust and estate planning, and insurance solutions. Many client relationships managed by Samuel span multiple generations.
Samuel earned a Bachelor’s Degree with a double major in Personal Finance and Economics from the University of Wisconsin–Madison. He holds the Personal Investment Advisor (PIA) designation. Originally from Wisconsin, Samuel now resides in Manhattan. He actively supports Muddy Paws Rescue in his community. His personal interests include basketball, cooking, football, running, skiing, soccer, traveling, volleyball, and watching movies.
BANK of AMERICA, N.A.
2017 - Present (9 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2017 - Present (9 years)
AXA Advisors, LLC.
2017 - 2017 (1 year)
Matauro, LLC. (AXA)
2016 - 2017 (1 year)
CFP®, CFA®, CPA
Milwaukee, WI
Prepared Financial Planning
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Series 66
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