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Chaminuka Ayinde Holliman

Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
16 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

16 years in the industry.

  1. Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2022 to now
  2. Aflac Field ForceFeb 2022 to May 2022
  3. Great Day Improvements LLCFeb 2022 to May 2022
  4. The Vanguard Group, Inc.Aug 2021 to Dec 2021
  5. EverquoteAug 2020 to Jul 2021
  6. Hf HealthApr 2020 to Feb 2022
  7. TransamericaMar 2020 to Jul 2021
  8. Subaru of AmericaSep 2019 to Apr 2020
  9. Wom South InvestorsAug 2019 to Mar 2020
  10. New York LifeMar 2019 to Sep 2019
  11. Sonic AutomotiveJun 2018 to Feb 2019
  12. Equis FinancialJul 2017 to Mar 2019
  13. Automotive Management Services Inc.Jun 2017 to Jun 2018
  14. Strayer UniversityOct 2015 to Jun 2021
  15. Asbury Automotive GroupJun 2010 to May 2017

Exams passed

  • Series 66 · Uniform Combined State 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
7113409
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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