Ross Udell
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2026 to now
- Wells Fargo Bank, NAApr 2025 to Sep 2026
- Wells Fargo Clearing Services, LLCApr 2025 to Sep 2026
- Bank of America, N.A.Apr 2024 to Apr 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2024 to Apr 2025
- Wells Fargo Clearing Services, LLCJun 2021 to Mar 2024
- Wells Fargo Bank, NADec 2019 to Mar 2024
- Grand Canyon UniversityJul 2018 to Sep 2020
- Youth With A Mission San Diego BjaSep 2015 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7400804
- Firm CRD
- 7691