Taylor Esposito
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2022 to now
- Planet FitnessSep 2021 to Dec 2021
- American Eagle OutfittersJul 2021 to Dec 2023
- Suny Cortland - Neubig Dining HallJan 2021 to Dec 2021
- Bath and Body WorksNov 2020 to Aug 2021
- Applebee'sSep 2020 to Nov 2020
- Madison Beach ClubMay 2020 to Sep 2020
- DunkinOct 2019 to May 2022
- OurbusSep 2019 to Mar 2020
- Express Factory OutletMay 2019 to Jan 2020
- Suny CortlandAug 2018 to May 2022
- Goodspeed Opera HouseAug 2016 to Dec 2019
- Haddam Killingworth High SchoolSep 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 7566832
- Firm CRD
- 7691