John Eric Sherman
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
5 yearsExperience
1 stateRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
5 years in the industry.
- Bank of America, NAMay 2021 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2021 to now
- Truist Advisory Services, Inc.Feb 2021 to Apr 2021
- Truist Investment Services, Inc.Feb 2021 to Apr 2021
- Bb&t Securities, LLCJan 2018 to Feb 2021
- Bb&t BankJun 2016 to Feb 2021
- Bb&t Investment Services, Inc.Jun 2016 to Feb 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (SC).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2012304
- Firm CRD
- 7691