Devin Alderman
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Bank of America, N.A.Jun 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2026 to now
- Eagle Sons EnterprisesJun 2024 to May 2026
- UnemployedNov 2023 to Jun 2024
- Deutsche Bank Securities Inc.Jul 2023 to Nov 2023
- Deutsche Bank SecuritiesJun 2022 to Aug 2022
- Deutsche Bank SecuritiesJun 2021 to Jul 2021
- Cornell UniversityAug 2020 to May 2023
- Eagle Sons Enterprises IncNov 2019 to Mar 2020
- Central New Mexico Commuinty CollegeJan 2019 to May 2020
- UnemployedOct 2018 to Dec 2018
- NexchangeAug 2018 to Sep 2018
- Cottonwood Classical Preparatory High SchoolAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NM).
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
- 7735341
- Firm CRD
- 7691