Olivia Michelle Broussard
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 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
13 years in the industry.
- Bank of America, N.A.Aug 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to now
- Equitable Advisors, LLCJul 2021 to Aug 2022
- FranfuundJun 2020 to Jul 2020
- Sky Walker PropertiesJan 2020 to Mar 2020
- Thirtynorth InvestmentsJun 2019 to Jul 2019
- 1836 Royalty PartnersNov 2018 to Mar 2020
- J. CrewJun 2018 to Jul 2018
- Texas Christian UniversityAug 2017 to May 2021
- Alspaugh's Sterling EventsJun 2016 to Jun 2017
- The Woodlands High SchoolAug 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
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
- 7400074
- Firm CRD
- 7691