Molly F Shaughnessy
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
15 yearsExperience
3 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
15 years in the industry.
- Bank of America N. A.Oct 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2022 to now
- Law Office of Brian Lauri, PllcJun 2021 to Jul 2022
- Dicks Sporting GoodsJun 2020 to Sep 2020
- Equitable AdvisorsJun 2020 to Sep 2020
- St Johns UniversityAug 2019 to May 2022
- Chick Fil AFeb 2018 to Aug 2019
- Rapid Cure TechnologiesApr 2017 to Aug 2019
- Cicero North Syracuse School DistrictSep 2011 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (DC, 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
- 7593724
- Firm CRD
- 7691