Connor S Shelton
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.Mar 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2021 to now
- UnemployedNov 2020 to Nov 2021
- Western & Southern LifeOct 2020 to Nov 2020
- UnemployedAug 2019 to Aug 2020
- Southern Rebar & SuppliesJan 2019 to Aug 2019
- UnemployedAug 2018 to Jan 2019
- Papa JohnsJun 2018 to Aug 2018
- Universal Wine & SpiritsMay 2018 to Jun 2018
- UnemployedAug 2017 to May 2018
- Southern Rebar & SuppliesJul 2017 to Aug 2017
- Little River Trading Co.May 2017 to Jul 2017
- RanstadMay 2017 to May 2017
- Ut Conference CenterMay 2017 to May 2017
- Food CityMar 2017 to Mar 2017
- East Tennessee State UniversityAug 2016 to May 2020
- UnemployedAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (TN, 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
- 7315144
- Firm CRD
- 7691