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Satya ekambaram narayana Reddy

Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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

11 years in the industry.

  1. Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2025 to now
  2. C2 EducationMar 2020 to now
  3. Rider UniversitySep 2024 to Feb 2025
  4. Mercer County Community College James Kerney Campus GalleryFeb 2020 to Aug 2021
  5. Bamboo Shoots LLCJan 2018 to Apr 2020
  6. Lux Mentis, Inc.Apr 2017 to Feb 2018
  7. University of Texas At ArlingtonJan 2015 to Apr 2017

Exams passed

  • Series 66 · Uniform Combined State Law2026

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
7779302
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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