David Martin
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
25 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
25 years in the industry.
- Bank of America, N.A.Aug 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2026 to now
- Edward JonesMay 2025 to Jun 2026
- Seven Gables Real EstateMay 2024 to Apr 2025
- Lend USFeb 2017 to Oct 2018
- Rwm Home LoansSep 2016 to Feb 2018
- Cire PartnersOct 2014 to Dec 2016
- Self Employed RealtorJan 2001 to Apr 2025
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5529075
- Firm CRD
- 7691