Dylan Isaac Branson
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
4 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
10 years in the industry.
- Bank of America, N.A.May 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2025 to now
- Frontier Financial GroupSep 2024 to Apr 2025
- LPL Financial LLCJun 2024 to Apr 2025
- Grove Point Advisors, LLCOct 2022 to May 2024
- Grove Point Investments, LLCJul 2022 to May 2024
- Waterford Wealth Management, LLCAug 2021 to Apr 2025
- University of MarylandAug 2021 to Dec 2022
- Tiber Realty GroupJul 2020 to Oct 2023
- Montgomery CollegeAug 2018 to May 2020
- Damascus High SchoolJul 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 4 states (MD, TX, VA, VI).
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
- 7401206
- Firm CRD
- 7691