Renee Weston
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Bank of America, N.A.Aug 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2026 to now
- UnemployedMar 2026 to Jul 2026
- Mercer Global Advisors Inc.Oct 2025 to Mar 2026
- J.P. Morgan Securities LLCJan 2024 to Sep 2025
- JPMorgan Chase Bank, N.A.Jan 2024 to Sep 2025
- UnemployedNov 2023 to Dec 2023
- Charles Schwab & Co., Inc.Jan 2022 to Oct 2023
- Charles SchwabDec 2014 to Oct 2023
- TD Ameritrade, Inc.Dec 2014 to Oct 2023
- TD Ameritrade Investment Management, LLCDec 2014 to Sep 2023
- TD Ameritrade Services CoDec 2014 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2013
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
- 6159095
- Firm CRD
- 7691