Melenie Rena Charles
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
17 yearsExperience
3 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.
- Bank of America, N.A.Jan 2014 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2009 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 3 states (CT, RI, 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
- 4137717
- Firm CRD
- 7691