Francis O Math-osagie
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
14 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
14 years in the industry.
- Bank of America, N.A.Jan 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2024 to now
- UnemployedSep 2024 to Oct 2024
- Bank of America N.A.Jun 2020 to Aug 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2020 to Aug 2024
- Conciege Services incOct 2019 to Feb 2020
- Internship - Rbi BostonJun 2019 to Aug 2019
- Hult International Business SchoolSep 2018 to Aug 2019
- Skill Development ProgramSep 2017 to Jul 2018
- Federal University of BeninJan 2012 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (RI, 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
- 7241210
- Firm CRD
- 7691