Billy Dewayne Ray
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
24 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
24 years in the industry.
- Bank of America, N.A.Dec 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2025 to now
- Tapfin/eyJun 2025 to Oct 2025
- UnemployedApr 2025 to Jun 2025
- ReinfuzeMar 2025 to Apr 2025
- Frenzel CpaJul 2024 to Mar 2025
- Bank of America/merrill LynchJan 2023 to Jul 2024
- Charles Schwab & Co., Inc.Sep 2021 to Jan 2023
- UnemployedJul 2021 to Sep 2021
- Wentworth Wealth ManagementMay 2021 to Jul 2021
- LowesFeb 2021 to Feb 2021
- Belk, Inc.Aug 2018 to Sep 2018
- Cigna HealthcareFeb 2001 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7395280
- Firm CRD
- 7691