Juliette Browne
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2025 to now
- Stanford UniversityFeb 2025 to now
- Sacred Heart Preparatory SchoolJan 2025 to now
- Steps LacrosseSep 2024 to now
- Intellectus PartnersOct 2024 to Oct 2025
- UnemployedJun 2024 to Oct 2024
- Stanford UniversityAug 2023 to Jun 2024
- JefferiesJul 2023 to Aug 2023
- Stanford UniversityAug 2022 to Jul 2023
- Fortress Investment GroupJun 2022 to Aug 2022
- Stanford UniversitySep 2019 to Jun 2022
- Cane Rosso Kanjiklub LLCJun 2017 to Jul 2017
- UnemployedSep 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7785842
- Firm CRD
- 7691