Keith J Courser
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Bank of America N.A.Mar 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2022 to now
- Choice Connections LLCMay 2022 to Dec 2022
- MML Investors Services, LLCMar 2022 to May 2022
- Mass Mutual Insurance CompanyFeb 2022 to May 2022
- UnemployedJul 2021 to Feb 2022
- JP Morgan Securities LLCDec 2019 to Jul 2021
- JPMorgan Chase Bank, N.A.Dec 2019 to Jul 2021
- First Command Advisory Services, Inc.Oct 2018 to Dec 2019
- First Command Financial Planning, Inc.Oct 2018 to Dec 2019
- United Parcel Service (ups)Sep 2018 to Dec 2018
- The Home DepotAug 2018 to Sep 2018
- University of Arizona Parking and TransportationJan 2016 to May 2017
- University of ArizonaAug 2014 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7026260
- Firm CRD
- 7691