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Larissa Nowjack

Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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

10 years in the industry.

  1. Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2022 to now
  2. Brighton JonesJun 2021 to Apr 2022
  3. Think TankMay 2020 to Jul 2020
  4. Byu Economics DepartmentApr 2020 to May 2021
  5. Epic VenturesJan 2020 to May 2020
  6. BruegelAug 2019 to Nov 2019
  7. SushikoJun 2019 to Dec 2020
  8. Balsam Living Inc.May 2019 to Jul 2019
  9. SubwayJul 2018 to Aug 2018
  10. Lds ChurchJan 2017 to Jun 2018
  11. Brigham Young UniversityAug 2016 to Jun 2021

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021
  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (WA).

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
7417997
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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