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Brian Scott Ewers

Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
17 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$1.8TFirm assets

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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

17 years in the industry.

  1. Bank of America, N.A.Jul 2011 to now
  2. Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2009 to now

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2002

State registrations

Registered as an investment adviser representative in 4 states (DC, MD, TX, VA).

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
3109962
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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