David Menaged
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.Jun 2020 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2020 to now
- AimarkFeb 2020 to Mar 2020
- MML Investors Services, LLCFeb 2019 to Jan 2020
- Massmutual Life InsuranceJan 2018 to Jan 2020
- Engler EngineeringOct 2014 to Dec 2017
- University of Central Florida (ucf)May 2013 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7062396
- Firm CRD
- 7691