Corey J Townsend
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.Jan 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2022 to now
- Consumer AdvancementMay 2020 to Nov 2022
- Rocket MortgageMay 2020 to Jun 2022
- Full-time StudentSep 2018 to May 2020
- The Home DepotApr 2018 to Sep 2018
- Transform Holdco LLCApr 2018 to Jul 2018
- Full Time StudentJan 2017 to Mar 2018
- University of MichiganAug 2016 to May 2020
- BuckleMay 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State 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
- 7044917
- Firm CRD
- 7691