Thomas Glenn Burrell
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2022 to now
- Fidelity InvestmentsJul 2021 to Sep 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2018 to Jul 2021
- The Rose GroupSep 2017 to Dec 2017
- Water Wheel TavernAug 2017 to Apr 2018
- UnemployedJun 2017 to Aug 2017
- Esm SolutionsJan 2017 to Jun 2017
- Burrell ConsultingMay 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 6942365
- Firm CRD
- 7691