Justin A Lutz
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
14 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
14 years in the industry.
- Bank of America, N.A.Apr 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2023 to now
- Equitable Advisors, LLCAug 2022 to Mar 2023
- UnemployedMay 2022 to Aug 2022
- First Interstate BankJun 2021 to Jan 2022
- Pizza HutMay 2021 to Jul 2021
- Club At Snoqualmie RidgeMay 2020 to Aug 2020
- Montana State University BillingsAug 2019 to May 2022
- Advanced Component ServicesJun 2018 to Sep 2018
- Spokane Falls Community CollegeSep 2017 to Aug 2019
- UnemployedJul 2012 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 7617581
- Firm CRD
- 7691