Devin Foudos
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
2 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.Apr 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2026 to now
- J.P. Morgan Securities LLCJun 2023 to Feb 2026
- JPMorgan Chase Bank, N.A.Jun 2023 to Feb 2026
- UnemployedMay 2023 to May 2023
- Charles Schwab & Co., Inc.Dec 2022 to Apr 2023
- Charles Schwab Bank, SsbDec 2022 to Apr 2023
- Northwestern Mutual - Dan Urban GroupAug 2021 to Dec 2022
- Northwestern Mutual Investment Services LLCJul 2021 to Dec 2022
- Mr CooperNov 2020 to Mar 2021
- New Day USAAug 2019 to Nov 2020
- Padonia Swim ClubAug 2018 to Aug 2021
- Corporate Mailing ServicesAug 2018 to Aug 2019
- University of BaltimoreJan 2018 to May 2020
- Jimmy JohnsJan 2018 to Mar 2018
- UnemployedNov 2017 to Dec 2017
- Dicks Sporting GoodsJul 2017 to Oct 2017
- UnemployedApr 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 7416639
- Firm CRD
- 7691