Samuel Cherny

Vice President, Senior Financial Advisor
NMLS #1703039
75 Rockefeller Plz
New York NY 10019
(212) 284.5831
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As your Merrill advisor, the focus in working with you is to connect all aspects of your financial life to help you prioritize and pursue the goals that matter most to you.
Profile

Sam Cherny is a Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management. Based in the firm’s flagship Fifth Avenue office in New York City, Sam leads a seasoned advisory team that supports high net worth individuals, families, and small businesses across the country.

Sam brings a well-rounded perspective to wealth management. He identifies gaps and inefficiencies in clients’ current financial lives, and leverages the firm’s expansive suite of solutions to help clients improve their odds of success towards meeting their goals. By focusing on each client’s time horizon, liquidity needs, and tax considerations, Sam builds customized financial plans designed to help them move confidently toward their long-term objectives.

With over 100 years of combined experience in the Henneck/Cherny Group, including two dedicated client associates and a network of specialists across the firm, we support our clients with services ranging from investment management to personal banking, Trust and Estate planning, and insurance/Long Term Care. Many of the relationships Sam’s team manages span generations — we are now proudly working with the fourth generation of some families.

Sam earned a double major in Personal Finance and Economics from the University of Wisconsin–Madison. He lives on the Upper East Side of Manhattan and enjoys watching documentaries, working out, snowboarding, and taking his mini Australian Shepherd, Roo, for walks in Central Park. A proud Wisconsin native, he’s an avid fan of the Packers, Badgers, Brewers, and Bucks.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Patrick Carpio
Associate Investment Advisory Specialist
Merrill
Patrick McCarthy
Senior Wealth Management Lending Officer
NMLS #589997
Bank of America, N.A.
Conor O'Keefe
Alternative Investments Regional Specialist
Bank of America, N.A.
About Merrill

Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Samuel Cherny is registered to do business in AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI.