David J Anderson
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.Jun 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2023 to now
- Centennial GroupApr 2023 to May 2023
- Principal Securities IncDec 2020 to May 2023
- Principal Life Insurance CoOct 2020 to May 2023
- UnemployedAug 2020 to Oct 2020
- Opera SaratogaJun 2020 to Aug 2020
- Palm Beach OperaNov 2019 to May 2020
- Joe Budd Youth ConversationJun 2019 to Oct 2019
- Michigan State UniversitySep 2017 to May 2019
- St Thomas AquinasSep 2013 to May 2019
- Michigan State UniversityAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 7321373
- Firm CRD
- 7691