Sydney M Colson
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.Oct 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2025 to now
- Burwell RealtyAug 2024 to now
- Raymond James and Associates, Inc.Dec 2021 to Jul 2025
- The Vanguard Group, Inc.Jun 2021 to Nov 2021
- Savant Wealth ManagementJun 2020 to Jan 2021
- OrionJan 2020 to May 2020
- Ameriprise Financial, Inc.May 2019 to Aug 2019
- Creighton UniversityAug 2018 to May 2021
- Chick Fil ANov 2016 to Aug 2018
- Jefferson High SchoolAug 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7122264
- Firm CRD
- 7691