Dylan Moran
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.Jun 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2023 to now
- UBS Financial ServicesOct 2021 to May 2023
- Haven Riverfront RestaurantAug 2021 to Oct 2021
- Capitol Supply Construction ProductsJul 2021 to Oct 2021
- HomeadvisorJun 2020 to Jul 2021
- Industry Tire DistributorsDec 2019 to Jan 2020
- Fairfield Ice AcademyJan 2018 to Jan 2019
- Industry Tire DistributorsDec 2017 to Jan 2018
- Blackstones of Southport IncSep 2017 to Oct 2017
- Industry Tire DistributorsMay 2017 to Jul 2017
- Industry Tire DistributorsDec 2016 to Jan 2017
- Sacred Heart UniversityAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 7097683
- Firm CRD
- 7691