Thomas Joseph Morgera
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Bank of America, N.A.Nov 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2024 to now
- Personal Internship for Rand CurrierJan 2024 to May 2024
- Shrewsbury Public SchoolsJan 2024 to Jan 2024
- Forward Financial Services, IncMay 2023 to Aug 2023
- Shop My Shelf, IncJun 2022 to Jul 2022
- Chapin's Bayside RestaurantApr 2022 to Jul 2023
- Priority Funding, LLCDec 2021 to Jan 2022
- Cogmedix, Inc (a Coghlin Company)Jun 2021 to Aug 2021
- Superior Communication ServicesMay 2021 to May 2021
- Saint Anselm CollegeAug 2020 to May 2024
- Masis Professional Group (division of Masis Staffing Solutions)Dec 2019 to Mar 2020
- Shrewsbury High SchoolAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 7744743
- Firm CRD
- 7691