Blake Sneed
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
14 yearsExperience
3 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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2024 to now
- Lance FranczykAug 2022 to Oct 2024
- Northwestern Mutual Investment Services LLCAug 2022 to Oct 2024
- Summit Financial GroupAug 2020 to Aug 2022
- Extract Production ServicesMay 2019 to Aug 2020
- OneokJun 2018 to Aug 2018
- Langston UniversityAug 2016 to May 2019
- My Three Sons Lawn CareMar 2012 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (AR, OK, 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
- 7284851
- Firm CRD
- 7691