Landon M Thomas
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2022 to now
- The Summit FcuJun 2019 to May 2022
- Hat World, Inc. dba Lids / Genesco, Inc.Nov 2018 to Oct 2019
- Cgi CommunicationsOct 2018 to Jun 2019
- Ecp-pf Ct Operations Inc. / Planet FitnessAug 2018 to Oct 2018
- William Patterson UniversitySep 2017 to May 2018
- Sherwin WilliamsOct 2016 to Oct 2018
- Fitness International dba L.A. FitnessFeb 2016 to Jun 2017
- Family First Federal Credit UnionAug 2013 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7543827
- Firm CRD
- 7691