Echo Ranell Mcneill
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Bank of America, N.A.Aug 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2026 to now
- Ameriprise Financial Services, LLCMar 2026 to May 2026
- Self-employedAug 2025 to Feb 2026
- RBC Capital Markets. LLCMay 2025 to Aug 2025
- Osaic Wealth, Inc.Sep 2023 to May 2025
- OsaicJun 2023 to May 2025
- UnemployedFeb 2023 to Jun 2023
- UBSApr 2021 to Feb 2023
- UBS Financial Services IncJan 2014 to Apr 2021
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (NM, 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
- 2964918
- Firm CRD
- 7691