Shayne Mullins
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2022 to now
- Tf PressworksMay 2020 to Apr 2022
- Citizens Securities, Inc.Dec 2019 to May 2020
- Edward JonesJul 2018 to Dec 2019
- UnemployedMay 2018 to Jul 2018
- Cole HaanApr 2018 to May 2018
- AdeccoFeb 2018 to Apr 2018
- Retirement Solutions GroupJan 2018 to Feb 2018
- UpsDec 2017 to Dec 2017
- Putnam InvestmentOct 2017 to Nov 2017
- The Mentor NetworkAug 2017 to Sep 2017
- UnemployedJun 2017 to Jun 2017
- North Shore YmcaJun 2016 to Jul 2017
- St. Francis Xavier UniversityAug 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 6971861
- Firm CRD
- 7691