Sean E Schexnydre
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
15 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
15 years in the industry.
- Bank of America, N.A.Feb 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2026 to now
- Hilton Grand VacationsSep 2024 to Nov 2025
- Wyndham DestinationsMar 2024 to Sep 2024
- Horizon Resources IncFeb 2024 to Mar 2024
- Coldwell BankerOct 2021 to Feb 2024
- T9 Development Partners, LLCOct 2021 to Jan 2024
- Iqhq ReitApr 2021 to Sep 2021
- Intersection CreMar 2020 to Apr 2020
- Millenium TransitionsOct 2017 to Jun 2021
- Gss Development, LLCJul 2017 to Apr 2021
- AXA Advisors, LLCFeb 2015 to Feb 2017
- The Local RealtyJul 2011 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6380128
- Firm CRD
- 7691