Clark Gilliland
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Bank of America, N.A.Apr 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2025 to now
- Not My First RodeoMar 2025 to now
- Life Events LLCOct 2021 to Jan 2022
- J.P. Morgan Securities LLCSep 2021 to Mar 2025
- JP Morgan Chase Bank, N.A.Sep 2021 to Mar 2025
- Arion Care ServicesMar 2021 to Mar 2024
- Arion Care SolutionsMar 2021 to Mar 2024
- Wells FargoFeb 2019 to Mar 2021
- Eight Fingers LLCJan 2019 to Jun 2019
- Great Western BankMay 2018 to Sep 2018
- Arion Care SolutionsMar 2015 to Oct 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 2 states (CA, 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
- 7458210
- Firm CRD
- 7691