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Madison Fletcher

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. Bank of America, N.A.Sep 2025 to now
  2. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2025 to now
  3. J.P. Morgan Securities LLCJul 2023 to Jun 2025
  4. JPMorgan Chase Bank, N.A.Jul 2023 to Jun 2025
  5. Pemberton Board of EducationJan 2023 to Jun 2023
  6. Old Bridge High SchoolMar 2021 to Dec 2022
  7. UnemployedApr 2020 to Feb 2021
  8. Laxmi Learning CenterJan 2020 to Mar 2020
  9. Fusion Employer Services, LLCSep 2019 to Jan 2020
  10. UnemployedJun 2019 to Aug 2019
  11. TargetMar 2019 to May 2019
  12. UnemployedFeb 2019 to Feb 2019
  13. Nj Office Furniture Depot Limited LDec 2018 to Jan 2019
  14. UnemployedSep 2018 to Nov 2018
  15. Worldwide Wholesale Floor CoveringJul 2018 to Aug 2018
  16. Howroyd Wright Employment AgencyMay 2018 to Jul 2018
  17. Raymour and FlanagianAug 2017 to May 2018
  18. Petsmart LLCJul 2017 to Jul 2017
  19. UnemployedDec 2016 to Jun 2017
  20. Awt Environmental Services IncDec 2015 to Nov 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 66 · Uniform Combined State Law2025

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
7785980
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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