Avery Jordan Waite
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2025 to now
- UnemployedJun 2024 to Jan 2025
- Plante Moran Financial AdvisorsApr 2022 to Jun 2024
- AIG Retirement SerivicesMar 2020 to Mar 2022
- Valic Financial Advisors, Inc.Feb 2020 to Apr 2022
- AXA Advisors, LLCJul 2019 to Jan 2020
- Compas Group USAJun 2019 to Aug 2019
- Edward JonesJun 2018 to May 2019
- Cmu Annual GivingJan 2018 to May 2019
- House of MeatsJun 2017 to Aug 2018
- Texas RoadhouseDec 2016 to May 2017
- Central Michigan UniversityAug 2015 to May 2019
- Lil ShackMay 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 6943057
- Firm CRD
- 7691