Chandler R Lenkey
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
14 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
14 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2022 to now
- Northrop GrummanAug 2020 to Mar 2022
- N/aMay 2020 to Aug 2020
- Apollo SprayersJan 2020 to May 2020
- Eco Shield Pest ControlApr 2019 to Aug 2019
- Athleisure, incDec 2018 to May 2019
- Universita Cattolica Del Sacro CuoreSep 2017 to Dec 2017
- TheorySep 2016 to Aug 2018
- California State UniversityAug 2015 to Dec 2019
- Los Osos High SchoolMay 2012 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7528437
- Firm CRD
- 7691