Ethan Blatz
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Bank of America, N.A.Oct 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2025 to now
- Equitable Advisors, LLCAug 2024 to Aug 2025
- UnemployedJun 2024 to Jul 2024
- Gamecock MovingSep 2023 to Nov 2023
- Equitable Advisors, LLCJun 2023 to Aug 2023
- Karr Barth AssociatesJun 2023 to Aug 2023
- The Landing RestaurantJun 2022 to Aug 2022
- University of South CarolinaAug 2021 to May 2024
- Agro GolfApr 2021 to Nov 2022
- Temple UniverisityAug 2020 to May 2021
- Skerdlant's ShellAug 2017 to Oct 2023
- UnemployedJul 2014 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7766432
- Firm CRD
- 7691