Taylor E Sharpe
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
14 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
14 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2024 to now
- Merrill LynchJun 2022 to now
- Allgood LoungeJul 2021 to Jun 2022
- UnemployedApr 2021 to Jun 2021
- Dunkin DonutsOct 2020 to Mar 2021
- UnemployedSep 2019 to Sep 2020
- Chili'sFeb 2019 to Aug 2019
- UnemloyedJan 2019 to Jan 2019
- Chili'sOct 2018 to Dec 2018
- UnemployedJul 2018 to Sep 2018
- Mike and C'sJul 2017 to Jun 2018
- UnemployedSep 2012 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 7577350
- Firm CRD
- 7691