Benjamin J Fourquet
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Benjamin J Fourquet? Claim your profile
Contact this firm
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 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2025 to now
- Georgetown UniversityAug 2024 to Aug 2025
- Raymond James Investment ManagementJun 2024 to Jul 2024
- Georgetown UniversityAug 2023 to May 2024
- Raymond James Financial IncJun 2023 to Jul 2023
- The Crisis Center of Tampa Bay, Inc.Oct 2021 to Oct 2021
- Interbay Ventures LLCApr 2021 to May 2021
- Georgetown UniversitySep 2020 to May 2023
- Merrill Lynch Wealth ManagementJun 2020 to Sep 2020
- H.B. Plant High SchoolAug 2019 to Jun 2020
- IspypensJun 2017 to Jul 2019
- Woodrow Wilson Middle School & H.B. Plant High SchoolAug 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 7268571
- Firm CRD
- 7691