Brett Edward Marshall
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
1 stateRegistered 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 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2022 to now
- My Fit FoodsMay 2021 to Apr 2022
- Anheuser-busch/ardaghOct 2020 to May 2021
- Wismer Distributing Co.Jun 2020 to Sep 2020
- University of HoustonAug 2019 to May 2021
- Bull & Bear FundJul 2019 to Mar 2022
- Mjm Private Security & InvestigationsOct 2018 to Mar 2020
- Long Island Duck'sSep 2018 to May 2019
- Maryland Blue CrabsJun 2018 to Sep 2018
- Sugar Land Skeeter'sJun 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7543723
- Firm CRD
- 7691