Paul Anthony Sevcik
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.A.Jun 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2024 to now
- UnemployedDec 2023 to Mar 2024
- UBSMar 2023 to Jun 2023
- New York LifeAug 2022 to Dec 2022
- Life TimeApr 2021 to Oct 2021
- Ai CapitalFeb 2021 to Sep 2022
- Hofstra UniversityAug 2020 to Dec 2023
- Sol BolJun 2020 to Jan 2021
- The Mansion On BroadwayJan 2020 to Mar 2020
- Nys Pool Management Company of Li Inc.May 2019 to Aug 2019
- White Plains High SchoolSep 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (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
- 7605555
- Firm CRD
- 7691