Scott Joseph Schoenberg
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
20 yearsExperience
2 statesRegistered 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
20 years in the industry.
- Bank of America, N.A.Nov 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2025 to now
- Morgan Stanley Private Bank, National AssociationSep 2017 to Nov 2025
- Morgan StanleyAug 2017 to Nov 2025
- Bank of America,NADec 2009 to Aug 2017
- Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691May 2006 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
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
- 2152663
- Firm CRD
- 7691