Caleb Hudson
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.
- Bank of America, N.A.Jun 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2024 to now
- Morgan StanleyJan 2023 to May 2024
- E*trade Securities LLCMar 2022 to May 2024
- Class LeasingJan 2021 to Dec 2021
- Matthews MarineMay 2019 to Aug 2020
- Outback SteakhouseMay 2019 to Aug 2019
- Georgia Southern UniversityAug 2018 to Jul 2021
- Parker's MarketDec 2017 to Mar 2018
- Armstrong State CollegeAug 2017 to May 2018
- Brooke's Bed & BiscuitNov 2016 to Jul 2017
- Old Oyster FactoryMay 2016 to Aug 2018
- Chick-fil-aMar 2014 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
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
- 7101357
- Firm CRD
- 7691