Michelle Grant
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
14 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
14 years in the industry.
- Bank of America, N.A.Jul 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2024 to now
- Liberty UniversityJan 2024 to now
- Cetera Investment Advisers LLCAug 2023 to Jun 2024
- Langley Federal Credit UnionAug 2023 to Jun 2024
- Cetera Investment Services LLCAug 2023 to May 2024
- Abnb Federal Credit UnionMay 2022 to Jul 2023
- Cuso Financial Services, LPMay 2022 to Jul 2023
- Wells Fargo Clearing Services, LLC.Sep 2017 to May 2022
- Wells Fargo Bank NASep 2017 to Apr 2022
- Wells Fargo Clearing Services LLC.Nov 2016 to Jun 2017
- Wells Fargo Bank NAJan 2012 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 6728092
- Firm CRD
- 7691