Danielle Ashley Dewitt
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Bank of America, N.A.Nov 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2024 to now
- Texas A&m University SystemMay 2024 to Sep 2024
- Sci Texas Funeral ServicesMar 2024 to May 2024
- UnemployedNov 2023 to Mar 2024
- United HealthcareSep 2022 to Oct 2023
- Real Estate AgentSep 2020 to Sep 2022
- Tulane UniversityMay 2019 to Aug 2020
- Lucas GroupJan 2019 to May 2019
- Russell and Smith FordMay 2018 to Dec 2018
- University of Saint ThomasAug 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 6661027
- Firm CRD
- 7691