Allyssa Ann Clayworth
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
9 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
9 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to now
- California State University, SacramentoAug 2023 to May 2025
- UnemployedJul 2022 to Jul 2022
- Woodbridge Golf & Country ClubMar 2022 to Jun 2022
- San Joaquin Delta CollegeJun 2021 to May 2023
- Sycamore Lane KennelsApr 2021 to Jun 2022
- UnemployedFeb 2016 to Mar 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7608561
- Firm CRD
- 7691