Mac Mott
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Bank of America, N.A.Sep 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to now
- UnemployedSep 2021 to Jul 2022
- The Blue TuskJun 2021 to Sep 2021
- University of DaytonSep 2020 to Jun 2021
- EquitableJun 2020 to Aug 2020
- University of DaytonSep 2018 to May 2020
- Vector MarketingJun 2018 to Sep 2018
- University of DaytonDec 2017 to May 2018
- Ucg CrewingSep 2017 to Dec 2017
- Skyzone Trampoline ParkSep 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (IL, 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
- 7604303
- Firm CRD
- 7691