Glyn Whyte
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.Aug 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2023 to now
- Charles Schwab & Co., Inc.Oct 2021 to Jun 2023
- Charles Schwab Bank, SsbOct 2021 to Jun 2023
- Raymond JamesFeb 2021 to Oct 2021
- UnemployedAug 2020 to Feb 2021
- Door DashJun 2020 to Aug 2020
- UnemployedMar 2020 to Jun 2020
- Morgan Stanley Private Bank, N.ADec 2019 to Feb 2020
- Morgan StanleyNov 2019 to Feb 2020
- MktgApr 2017 to Jan 2018
- Bank of America, N.a./ Merrill Lynch, Pierce, Fenner & Smith IncSep 2016 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
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
- 6959779
- Firm CRD
- 7691