Harrison Seitz
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
14 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Harrison Seitz? Claim your profile
Contact this firm
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.Sep 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2022 to now
- UnemployedMay 2022 to Jul 2022
- Total Quality LogisticsNov 2021 to Apr 2022
- Our Place Kitchen & BarJun 2021 to Nov 2021
- Superior Roast Beef & SeafoodJul 2019 to Jan 2021
- College of the Holy CrossAug 2017 to May 2021
- Massachusetts Department of Conservation and RecreationJun 2016 to Aug 2017
- Torigian Family YmcaMay 2016 to Jul 2017
- Lynn Public SchoolsAug 2012 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 7604546
- Firm CRD
- 7691