Blake Elliott Winston
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Bank of America, N.A.Dec 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2022 to now
- DrivetimeSep 2021 to Feb 2022
- Dicks Sporting GoodsJul 2021 to Sep 2021
- UnemployedMay 2021 to Jul 2021
- Union for Reform JudaismAug 2020 to Aug 2020
- 6 Points Sports AcademyJun 2018 to Aug 2018
- Arizona State UniversityAug 2017 to May 2021
- 6 Points Sports AcademyJun 2017 to Aug 2017
- Hawaii Preparatory AcademyMay 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7513027
- Firm CRD
- 7691