Thomas Tonner Dunn
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Bank of America N.A.Feb 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2020 to now
- Massmutual Financial ServicesJan 2019 to Aug 2019
- Wando Ventures IncNov 2018 to Sep 2019
- Bankers LifeJun 2018 to Sep 2018
- University of WisconsinSep 2017 to May 2020
- Maple Bluff Country ClubMay 2017 to Aug 2017
- Thomasbradley InsuranceApr 2017 to Sep 2017
- Iowa State UniversityAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
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
- 7279016
- Firm CRD
- 7691