Anitra Carol Brennan
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
7 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
7 years in the industry.
- Bank of America, N.A.May 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2022 to now
- The Nace Wealth TeamApr 2022 to May 2022
- Southwestern Investment Advisory ServicesFeb 2018 to May 2022
- Raymond James Financial Services, IncSep 2017 to May 2022
- LPL Financial, LLCJun 2015 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (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
- 4060248
- Firm CRD
- 7691