Michael R Martin
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 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
13 years in the industry.
- Bank of America, N.A.Aug 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2024 to now
- BNY MellonDec 2022 to Mar 2024
- Boston Harbor Wealth AdvisorsMay 2022 to Oct 2022
- Raymond James Financial Services Advisors, IncMay 2022 to Oct 2022
- Raymond James Financial Services, IncMay 2022 to Oct 2022
- Fidelity Brokerage Services LLCOct 2018 to Apr 2022
- Kbw Financial StaffingJun 2018 to Aug 2018
- Robert Half - AccountempsJun 2017 to Jun 2018
- Aerotek Staffing/konica MinoltaApr 2017 to Jun 2017
- Konica MinoltaApr 2017 to Jun 2017
- UnemployedDec 2016 to Apr 2017
- University of New HampshireAug 2013 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2020
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
- 7033958
- Firm CRD
- 7691