Joseph Charles Krysh
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
3 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.Mar 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2023 to now
- Equitable Advisors, LLCOct 2021 to Jan 2023
- UnemployedJan 2021 to Sep 2021
- Starbucks Coffee CompanyOct 2020 to Jan 2021
- Textbook Painting Co.Jun 2020 to Aug 2020
- Emerson Climate TechnologiesAug 2019 to Dec 2019
- Medic Management GroupMay 2019 to Aug 2019
- The Honey Baked Ham CompanyDec 2018 to Apr 2019
- Au Bon PainAug 2017 to Jan 2018
- Beverage DistributorsJun 2017 to Aug 2018
- Pat CatansDec 2016 to Jan 2017
- University of DaytonAug 2016 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (OH, TN, 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
- 7451979
- Firm CRD
- 7691