Charles R Meder
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 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
13 years in the industry.
- Bank of America, N.A.Sep 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2022 to now
- Advanced Poly PackagingMay 2018 to Mar 2022
- Macomb GroupSep 2017 to Apr 2018
- Interval Brotherhood HomeApr 2017 to Jul 2017
- Integrity EnergyJan 2017 to Mar 2017
- Mucky Duck BreweryJun 2016 to Jan 2017
- Prime 93 SteakhouseMay 2016 to Nov 2016
- Kent State UniversityJun 2013 to Dec 2021
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7528450
- Firm CRD
- 7691