Martha Janine Solomon
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
18 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
18 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2025 to now
- UBS Financial Services, Inc.Jun 2018 to Mar 2025
- Cambridge Investment Research Advisors, Inc.Jul 2012 to Jun 2018
- Cambridge Investment Research, IncJan 2010 to Jun 2018
- First Dallas Financial Group, Inc.Jan 2008 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2010
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
- 5504726
- Firm CRD
- 7691