Braden Ward
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
15 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
15 years in the industry.
- Bank of America, N.A.Nov 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2022 to now
- Cetera Advisor NetworksFeb 2021 to Sep 2022
- Summit Financial GroupJan 2021 to Sep 2022
- Southeastern Oklahoma State UniversityAug 2020 to Dec 2020
- Regent BankMay 2019 to Aug 2019
- Oklahoma State Lasso CenterAug 2018 to May 2020
- Oklahoma State UniversitySep 2017 to May 2019
- Audubon Field SolutionsMay 2017 to Aug 2017
- Sapulpa High SchoolJan 2011 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (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
- 7332103
- Firm CRD
- 7691