Cole Andrew Mohrman
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2023 to now
- Spa Hearth and HomeJul 2019 to Nov 2020
- South Jersey Turf ConsultantsJul 2018 to Jun 2019
- Absolute Pool CareMay 2018 to Jul 2018
- Green Side UpMar 2017 to May 2018
- UnemployedNov 2016 to Mar 2017
- Atlantic Blueberry CompanyApr 2016 to Nov 2016
- Rowan College of South Jersey CumberlandSep 2015 to Dec 2022
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7705174
- Firm CRD
- 7691