Megan Lewis Bolt
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2026 to now
- Transamerica Investors Securities, LLCApr 2026 to May 2026
- Transamerica Life Insurance CompanyApr 2026 to May 2026
- UnemployedMar 2025 to Apr 2026
- The Vanguard Group, Inc.Mar 2025 to May 2025
- EssNov 2024 to Mar 2025
- Self-employedOct 2024 to Mar 2025
- First Citizens Investor ServicesAug 2022 to Aug 2024
- Bolt BoutiqueJun 2022 to Apr 2025
- First Citizens BankMay 2022 to Aug 2024
- Palm Beach TanJan 2022 to Jun 2022
- Better MortgageSep 2020 to Dec 2021
- UltaSep 2017 to Jan 2019
- First Citizens BankMay 2017 to Aug 2020
- Bank of AmericaSep 2014 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7088929
- Firm CRD
- 7691