John Bittermann
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 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
13 years in the industry.
- Bank of America, N.A.Jun 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2026 to now
- UnemployedNov 2024 to Apr 2026
- Shorebirds Brewing CompanyApr 2024 to Oct 2024
- UnemployedNov 2023 to Mar 2024
- Canyon Adventure VansJun 2023 to Oct 2023
- UnemployedNov 2022 to May 2023
- MagnitAug 2022 to Oct 2022
- Franklin Templeton InvestmentsAug 2013 to Aug 2022
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
- 6236172
- Firm CRD
- 7691