Shayne Clephane
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2026 to now
- Media Influence LLCSep 2022 to now
- Fidelity InvestmentsMay 2023 to Oct 2025
- Gridtech LLCMay 2022 to Mar 2023
- Djc ConcessionsAug 2021 to Jun 2023
- Little Miami Brewing CompanyMay 2021 to May 2022
- Chicken Salad ChickJan 2021 to Apr 2021
- Mount Saint Joseph UniversitySep 2020 to May 2024
- US Census BureauJun 2020 to Aug 2020
- Seven Hills ConstructionApr 2020 to Jun 2020
- Larosa's PizzeriaOct 2019 to Feb 2020
- Coney IslandJul 2019 to Aug 2019
- El CoyoteOct 2018 to Feb 2019
- West Clermont HighschoolSep 2017 to May 2020
- Larosa's PizzeriaAug 2017 to May 2018
- Glen Este HighschoolSep 2016 to Sep 2017
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 (OH).
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
- 7750087
- Firm CRD
- 7691