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Connor D Price

Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
16 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

16 years in the industry.

  1. Bank of America, N.A.Dec 2021 to now
  2. Baylor UniversityAug 2016 to now
  3. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2016 to now
  4. Baylor AthleticsAug 2019 to Mar 2020
  5. The Office of Congressman Louie GohmertJun 2019 to Aug 2019
  6. Full Time StudentJul 2010 to Jun 2019

Exams passed

  • Series 66 · Uniform Combined State Law2021

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
6677552
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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