Noah Doney
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.
- Bank of America, N.A.Feb 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2025 to now
- Katsu Company LLC (cosima Restaurant)Jul 2024 to Oct 2024
- Equitable Advisors, LLCApr 2023 to Jan 2025
- University of Maryland Global CampusFeb 2023 to Dec 2023
- Pro Cords and Cables, LLCJan 2023 to Jan 2024
- Harvest Thyme TavernAug 2022 to Feb 2023
- Sts TravelJan 2022 to Sep 2022
- Pf Chang's China Bistro Inc.Sep 2021 to Jan 2022
- Again In MayJan 2020 to Apr 2024
- Pf Chang's China Bistro Inc.Sep 2019 to Dec 2020
- Anne Arundel Community CollegeAug 2019 to Dec 2022
- Mike's CrabhouseApr 2018 to Sep 2019
- Mwr AnnapolisApr 2017 to Sep 2017
- South River High SchoolSep 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
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
- 7739905
- Firm CRD
- 7691