Candice Gladney
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
14 yearsExperience
1 stateRegistered 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.Dec 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2023 to now
- Fidelity InvestmentsJul 2022 to Oct 2023
- Nationstar/mr. CooperFeb 2022 to Jul 2022
- Freedom Mortgage CorporationOct 2021 to Feb 2022
- City HouseAug 2021 to Jul 2022
- Flyhomes, IncAug 2021 to Oct 2021
- New American FundingAug 2020 to Aug 2021
- Texas Department of Family and Human ServicesAug 2019 to Jul 2020
- Boys and Girls ClubJun 2019 to Jul 2019
- University of TexasAug 2018 to Dec 2019
- Communities In Schools of Tarrant CountyAug 2018 to Aug 2019
- Tarleton State UniversityAug 2016 to May 2018
- HomemakerJan 2012 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7606795
- Firm CRD
- 7691