Shelby Buchanan Constantine
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.
- Bank of America, N.AJan 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2024 to now
- Tile and Stone MarketJan 2022 to now
- Soles Dance CenterMay 2020 to now
- Wg Financial GroupJul 2024 to Oct 2024
- Ae Wealth Management, LLCJun 2024 to Oct 2024
- Morgan StanleyAug 2022 to Jun 2024
- Elitaire BoutiqueApr 2022 to Oct 2023
- Lake Bryn Mawr CampJun 2021 to Aug 2021
- Pure BarreApr 2021 to Jan 2022
- Rpm WholesaleAug 2020 to May 2021
- Echo NutritionApr 2020 to Jul 2020
- Troy UniversityAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (AL, 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
- 7604711
- Firm CRD
- 7691