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John Curry Mcvicker

Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
1 stateRegistered 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.

  1. Bank of America, N.A.Jul 2025 to now
  2. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2025 to now
  3. Nylife Securities LLCJan 2024 to Jun 2025
  4. New York Life Insurance CompanyJul 2023 to Jun 2025
  5. Texas Tech UniversityAug 2022 to May 2023
  6. Chuy's Tex-mexMay 2022 to Aug 2022
  7. Texas Tech UniversityAug 2021 to May 2022
  8. Henry S. MillerMay 2021 to Aug 2021
  9. Texas Tech UniversityAug 2020 to May 2021
  10. Academy Sports + OutdoorsJun 2020 to Aug 2020
  11. KrogerJun 2020 to Jun 2020
  12. Texas Tech UniversityAug 2019 to May 2020
  13. Dallas Athletic ClubMar 2017 to Jul 2019
  14. Bishop Lynch High SchoolAug 2015 to May 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2025
  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (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
7728796
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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