Anne Simmonds
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Anne Simmonds? Claim your profile
Contact this firm
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
12 years in the industry.
- Bank of America, N.A.Dec 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2024 to now
- Erie CountyJun 2021 to Nov 2024
- Suny University At AlbanyJan 2019 to May 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2018 to Jan 2020
- UnemployedApr 2018 to Jun 2018
- Texas De Brazil Rochester CorporationOct 2017 to Apr 2018
- Osi RestaurantsJan 2017 to Oct 2017
- Personal Fitness Programs IncMay 2016 to Aug 2017
- Friendlys RestaurantsMar 2016 to Jan 2017
- Suny College At BrockportAug 2014 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 6975207
- Firm CRD
- 7691