Ethan Bondurant
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Bank of America, N.AFeb 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2024 to now
- TIAAOct 2023 to Dec 2023
- TIAA-CREF Individual & Institutional Services, LLCOct 2023 to Dec 2023
- UnemployedJun 2023 to Oct 2023
- Charles Schwab Bank, SsbMay 2022 to Jun 2023
- Charles Schwab & Co., Inc.Feb 2021 to Jun 2023
- Complete Auto TransportJan 2020 to Mar 2022
- TmcJan 2020 to Mar 2020
- Cetera Financial ServicesMay 2019 to Jul 2019
- Arizona State UniversityAug 2018 to Dec 2020
- StudentSep 2017 to May 2019
- Albertsons Companies, Inc.May 2015 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (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
- 7121605
- Firm CRD
- 7691