Zoe K Mitchell
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.
- Bank of America, N.A.Jan 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2025 to now
- Leon County SchoolsOct 2025 to now
- UnemployedApr 2025 to Oct 2025
- Asset LivingFeb 2025 to Apr 2025
- PfizerApr 2024 to Feb 2025
- Norwegian Cruise Line HoldingsAug 2023 to Feb 2024
- PNC Capital Markets, LLCJun 2022 to Aug 2023
- Releve Entertainment LLCSep 2021 to Oct 2021
- PNC Capital Markets, LLCMay 2021 to Jul 2021
- Cardinal Group Management & Advisory LLCMar 2021 to Apr 2021
- Asset LivingMay 2020 to Aug 2020
- Villa San MicheleMay 2020 to Aug 2020
- UnemployedAug 2018 to Oct 2018
- Florida Agricultural & Mechanical UniversityApr 2018 to Apr 2022
- Chiles High SchoolAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7581008
- Firm CRD
- 7691