Cooper Grant Sutton
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
15 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
15 years in the industry.
- Bank of America, N.A.Jun 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2026 to now
- UnemployedMar 2025 to May 2026
- Fidelity InvestmentsJun 2023 to Mar 2025
- Highland Talent Payments, IncSep 2022 to Sep 2022
- Media Services Processing, LLCApr 2022 to Mar 2023
- Self EmployedMar 2022 to Jun 2023
- Cast & Crew Talent Services, LLCJun 2021 to Jul 2021
- Trader Joes CompanyMar 2020 to Mar 2022
- Baryshnikov Arts Center IncSep 2019 to Mar 2020
- Self-employedJan 2019 to Aug 2019
- Joelrichards.comJul 2018 to Dec 2018
- Salad Days Production IncMay 2017 to Dec 2017
- Nexeo Staffing LLCFeb 2016 to Jul 2018
- Brigham Young UniversitySep 2011 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 7774513
- Firm CRD
- 7691