Drew Fulton
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
14 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
14 years in the industry.
- Bank of America, N.A.Dec 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2025 to now
- Fidelity InvestmentsMar 2021 to Nov 2025
- Communicare Health ServicesMar 2020 to Mar 2021
- Brookside HealthcareFeb 2019 to Mar 2021
- Concept Rehab, Inc.Jun 2018 to Mar 2020
- Madonna ManorJun 2018 to Feb 2019
- A Step Ahead Pediatric TherapySep 2017 to Jun 2018
- Foreman Therapy ServicesJul 2017 to Sep 2017
- Cincinnati Children's HospitalOct 2016 to Jul 2017
- University of Cincinnati: Clermont CollegeAug 2015 to Apr 2017
- United States Navy ReservesDec 2011 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7419995
- Firm CRD
- 7691