Mitchell Stewart
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.Nov 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2025 to now
- Principal Life Insurance CompanyAug 2024 to Oct 2025
- Principal Securities, Inc.Aug 2024 to Oct 2025
- UnemployedNov 2023 to Apr 2024
- Remington PropertiesJan 2023 to Apr 2025
- LPL FinancialAug 2022 to Nov 2023
- Show Stopping Event PlanningAug 2020 to Aug 2022
- University of North Carolina At CharlotteAug 2020 to May 2022
- Carolina Yacht ClubOct 2019 to Jul 2020
- Co RestaurantSep 2018 to Jun 2019
- Mgt PowerMay 2018 to Aug 2018
- Liberty Crossing Capital MarketsMay 2017 to Aug 2017
- College of CharlestonAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 6812576
- Firm CRD
- 7691