Richard E Streett
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Bank of America, N.A.Sep 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2023 to now
- Unemployed/moving To MarylandJun 2023 to Jul 2023
- Coastal Carolina National BankMay 2022 to Jan 2023
- Hanser HouseMay 2021 to Dec 2021
- TargetMay 2020 to Dec 2020
- Coastal Carolina University AthleticsSep 2019 to Jun 2023
- Unemployed/moving To CollegeAug 2019 to Sep 2019
- Frost Fire InsulationJun 2019 to May 2020
- Spectra Food ServicesMar 2019 to Apr 2019
- SubwayMay 2016 to Mar 2017
- Frederick KeysApr 2016 to Aug 2019
- Saint Johns Catholic PrepAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 7207921
- Firm CRD
- 7691