Justin Reynolds
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
21 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
21 years in the industry.
- Bank of America, N.A.Jan 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2024 to now
- Fifth Third SecuritiesAug 2023 to Oct 2024
- DillardsJan 2022 to May 2022
- Sycamore High SchoolAug 2021 to Oct 2021
- Fifth Third BankMay 2021 to Oct 2024
- Adecco / Fifth Third BankMay 2021 to Aug 2021
- DoordashMar 2020 to Jan 2021
- Graphic VillageMay 2019 to Aug 2019
- University of CincinnatiJan 2019 to May 2022
- University of Purdue NorthwestAug 2018 to May 2019
- Sycamore SchoolsAug 2005 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7795169
- Firm CRD
- 7691