Joseph D Keck
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.Dec 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2024 to now
- DardenJul 2024 to Oct 2024
- UnemployedMay 2024 to Jul 2024
- Korea UniversityJun 2023 to Aug 2023
- ForvisFeb 2023 to May 2023
- Missouri State UniversityAug 2022 to May 2024
- Northwestern MutualAug 2022 to Sep 2022
- Vantage Credit UnionJul 2021 to Aug 2022
- St. Charles Community CollegeAug 2020 to May 2022
- Mittler Bros. Machine & ToolNov 2019 to Jul 2021
- UnemployedApr 2019 to Nov 2019
- The Pisa GroupAug 2018 to Apr 2019
- Holt High SchoolAug 2016 to Jun 2020
- UnemployedJun 2016 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (KS, 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
- 7609297
- Firm CRD
- 7691