Justin T Michener
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
14 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
14 years in the industry.
- Bank of America, N.A.Apr 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2023 to now
- Merrill LynchJun 2022 to now
- Ma Goloff & CoJun 2021 to May 2022
- Stockton UniversitySep 2020 to May 2021
- Fabietti, Hale, Hammerstedt & Powers PaMay 2020 to Sep 2020
- Stockton UniversitySep 2018 to Apr 2020
- Manco & Manco PizzaApr 2018 to Aug 2019
- NoneJan 2012 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7604356
- Firm CRD
- 7691