Mason F Carrier
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.Jun 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2024 to now
- Cambridge Investment Research Advisors, Inc.Nov 2023 to Apr 2024
- Adaptation FinancialFeb 2023 to Apr 2024
- Cambridge Investment Research, Inc.Feb 2023 to Apr 2024
- At&tJul 2022 to Feb 2023
- Blake Jordan State FarmDec 2021 to Jul 2022
- University of OklahomaNov 2021 to May 2022
- International Bank of CommerceJun 2021 to Nov 2021
- University of Central OklahomaSep 2020 to Jun 2021
- Oak Tree Country ClubApr 2020 to Sep 2020
- Cowley CollegeAug 2018 to Dec 2018
- University of Central OklahomaAug 2017 to Apr 2020
- Full Time StudentJul 2013 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (OK, 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
- 7697216
- Firm CRD
- 7691