Nathan Schilling
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Bank of America, N.A.Jun 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2025 to now
- J.P. Morgan Securities LLCFeb 2022 to Apr 2025
- JPMorgan Chase Bank, N.A.Feb 2022 to Apr 2025
- AltabankMar 2021 to Feb 2022
- The Domani GroupMay 2020 to Feb 2021
- Christmas Tree FarmOct 2019 to Dec 2019
- Utah Valley UniversityAug 2019 to Dec 2021
- Uber (lyft)Aug 2018 to Dec 2018
- Arizona State UniversityAug 2017 to Aug 2019
- SafewayMar 2017 to Dec 2017
- UnemployedApr 2016 to Feb 2017
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
- 7512932
- Firm CRD
- 7691