Drew William Duarte
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Bank of America, N.A.Jun 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2020 to now
- University of ConnecticutAug 2019 to Jun 2020
- Merrill LynchMay 2019 to Aug 2019
- University of ConnecticutAug 2018 to May 2019
- Voya Investment ManagementMay 2018 to Aug 2018
- University of ConnecticutAug 2017 to May 2018
- Merrill LynchMay 2017 to Aug 2017
- University of ConnecticutAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 6682157
- Firm CRD
- 7691