Scott Michael Kirschner
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Scott Michael Kirschner? Claim your profile
Contact this firm
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.Sep 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2021 to now
- Innovative Advocate GroupSep 2021 to Oct 2021
- DoordashAug 2020 to Sep 2021
- Meridian BankJun 2020 to Jul 2020
- Edgewater Beach and Cabana ClubMay 2019 to Sep 2019
- Innovative Advocate GroupDec 2017 to Jan 2020
- West Chester UniversityAug 2017 to May 2021
- UnemployedJul 2017 to Aug 2017
- StudentDec 2016 to Jun 2017
- NauvooSep 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7459418
- Firm CRD
- 7691