Dawson P Hallmark
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2022 to now
- Zachary's RiverhouseDec 2020 to Jul 2022
- Sea PalmsJul 2020 to Dec 2020
- Bloom BrightleeMar 2020 to Jul 2020
- Jimmy JohnsAug 2019 to Mar 2020
- College of Costal GeorgiaAug 2018 to May 2022
- Maple Street Biscuit CompanyApr 2017 to Aug 2018
- Towne Lake HillsJul 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7595415
- Firm CRD
- 7691