Colin Novalula
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
4 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.
- Bank of America, N.A.Aug 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2022 to now
- UnemployedMay 2022 to Jun 2022
- Cashflow Club LLCJul 2021 to Apr 2022
- TruecodersSep 2020 to Dec 2020
- Marshmello and FriendsJan 2020 to Jan 2021
- WaitrSep 2019 to Dec 2021
- North Hennepin Community CollegeAug 2018 to Dec 2019
- Scandia ShoresAug 2018 to Aug 2019
- UnemployedJun 2018 to Jul 2018
- West Lutheran HsJun 2017 to May 2018
- Spring Lake Park HsMar 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 4 states (FL, NJ, PA, 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
- 7604297
- Firm CRD
- 7691