Blake A Levit
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
14 yearsExperience
2 statesRegistered 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
14 years in the industry.
- Bank of America, N.A.Aug 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2025 to now
- UnemployedApr 2024 to Jul 2025
- Carter FundsAug 2022 to Apr 2024
- Cobalt Capital IncAug 2022 to Apr 2024
- Skyway Capital Markets LLCAug 2022 to Apr 2024
- Triton Pacific Securities, LLCOct 2021 to Jul 2022
- Dws Distributors, Inc.Mar 2020 to Oct 2021
- Patrick Capital Markets, LLCOct 2019 to Mar 2020
- UnemployedMay 2019 to Oct 2019
- InvescoNov 2016 to May 2019
- Amerprise Financial Services, Inc.May 2012 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2012
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 5957726
- Firm CRD
- 7691