Melissa Jane
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
22 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
22 years in the industry.
- Bank of America, N.A.Jul 2020 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2020 to now
- Cayucos PharmacyOct 2019 to Feb 2020
- Covered SloOct 2019 to Feb 2020
- Greywood Home and GardenJun 2016 to Jun 2017
- HomemakerMay 2004 to Apr 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7250255
- Firm CRD
- 7691