Amy Benoit
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.
- Bank of America, N.A.Jun 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2025 to now
- Charles Schwab Trust BankSep 2023 to Sep 2024
- Charles Schwab & Co., Inc.Nov 2022 to Sep 2024
- TD Ameritrade, IncNov 2022 to Sep 2023
- Southern New Hampshire UniversityJun 2022 to Jun 2025
- AmazonNov 2021 to Jan 2022
- Fidelity InvestmentsSep 2021 to Nov 2022
- Milliman, IncApr 2019 to Dec 2020
- WalmartDec 2017 to Feb 2018
- Southern New Hampshire UniversityFeb 2016 to Aug 2021
- USA Travels (self-employed)Jan 2016 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 7444045
- Firm CRD
- 7691