Pierce Smith
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 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
13 years in the industry.
- Bank of America, N.ADec 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2024 to now
- Wells Fargo Clearing Services, LLCJan 2023 to Oct 2024
- The Vanguard Group, Inc.Jan 2022 to Dec 2022
- Centaurus Financial, Inc.Sep 2021 to Oct 2021
- Suncoast Equity ManagementJul 2021 to Aug 2021
- Flaharty Asset ManagementMay 2021 to Jun 2021
- Worksmart SystemsSep 2020 to Oct 2020
- Usc Academic Services CenterSep 2019 to Mar 2020
- State FarmJun 2019 to Jun 2021
- College2careerMay 2019 to Apr 2021
- Seven One Seven ParkingMay 2019 to Aug 2019
- University of South CarolinaJul 2018 to Dec 2021
- Florida State UniversityJun 2017 to May 2018
- YourpieApr 2016 to Dec 2016
- Plant High SchoolJul 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7445190
- Firm CRD
- 7691