Trevor Warrick Young
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 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
13 years in the industry.
- Bank of America, N.A.Nov 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2022 to now
- Bill Doran CompanyMay 2021 to Nov 2022
- UnemployedApr 2020 to Jun 2021
- Westmont YardJan 2020 to May 2020
- United Parcel ServiceNov 2019 to Dec 2019
- Sarpino'sNov 2018 to Dec 2019
- UnemployedApr 2018 to Nov 2018
- La BarraFeb 2018 to Apr 2018
- College of DupageJan 2018 to Apr 2020
- Illinois State UniversityJun 2017 to Jan 2018
- Montini Catholic High SchoolJun 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 7668138
- Firm CRD
- 7691