Ethan Donahoe
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Bank of America, N.AJan 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2025 to now
- Southern New Hampshire UniversityJun 2024 to Aug 2025
- Premier Sauna/benevolvet and Protective OrderApr 2024 to Jun 2025
- Ascent Marketing Consultants LLCNov 2023 to Jun 2025
- Wolf LoungeOct 2023 to Jun 2025
- Paragon ContractingMay 2023 to May 2023
- Uber EatsFeb 2023 to May 2023
- J. P. Morgan Securities LLCJul 2022 to Nov 2025
- Cvs PharmacyJul 2020 to Jan 2021
- JPMorgan Chase Bank N. A.Jan 2020 to Nov 2025
- JPMorgan Chase Bank N.A.Jan 2020 to Jan 2021
- Cvs HealthOct 2015 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- 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
- 7612885
- Firm CRD
- 7691