Evan Savoth
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Bank of America, N.A.Nov 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2024 to now
- The Vanguard Group, IncApr 2021 to Oct 2024
- Bealstone Inc.Aug 2020 to Mar 2021
- The Springhaven ClubMay 2018 to Sep 2018
- Coerver CoachingJun 2017 to Aug 2017
- Washington CollegeAug 2016 to May 2020
- The Springhaven ClubJun 2014 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7366083
- Firm CRD
- 7691