Megan Baker
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.Mar 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2022 to now
- Tst Fab & MachineJan 2022 to Jan 2022
- UnemployedNov 2021 to Apr 2022
- Off Leash K9 Training Hampton RoadsAug 2021 to Nov 2021
- UnemployedJul 2021 to Aug 2021
- Hampton Roads Water ServiceJul 2021 to Jul 2021
- Flyaway GeeseMay 2021 to Jul 2021
- GeicoMar 2021 to May 2021
- University of Maryland Police DepartmentApr 2017 to Mar 2021
- Charm City PuppiesDec 2016 to Apr 2017
- Townson UniversityAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 7536138
- Firm CRD
- 7691