Melissa Schmitt
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.
- Bank of America, N.A.Nov 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2023 to now
- HSBCSep 2022 to Oct 2023
- UnemployedJan 2022 to Aug 2022
- J.P. Morgan Securities LLCDec 2019 to Dec 2021
- JPMorgan Chase Bank, N.A.Dec 2019 to Dec 2021
- UnemployedMay 2019 to Nov 2019
- Bank of AmericaNov 2018 to Apr 2019
- Cic BankMar 2018 to Apr 2019
- Cic BankJun 2010 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7211506
- Firm CRD
- 7691