Lars Christopher Erceg-warner
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 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
13 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2021 to now
- UnemployedApr 2020 to Dec 2020
- Peace CorpsJan 2020 to Mar 2020
- Mussel Bar and RestaurantJun 2019 to Aug 2019
- Pan American Health OrganizationJun 2019 to Aug 2019
- University of OviedoJan 2019 to May 2019
- Four Seasons of MccleanJun 2018 to Jul 2018
- Brine RestaurantMay 2017 to Aug 2018
- Virginia Tech Dining ServicesJan 2017 to May 2017
- Virginia Polytechnic Institute and State UniversityAug 2016 to Dec 2019
- Whtv Film and TelevisionJan 2013 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 7325464
- Firm CRD
- 7691