Landon D Neuhaus
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.
- Bank of America, N.A.Mar 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2026 to now
- Dell TechnologiesAug 2024 to Jan 2026
- Fidelity InvestmentsAug 2023 to Aug 2024
- Fiddletree Kitchen and BarMar 2022 to May 2022
- Tony's of LexingtonApr 2021 to Dec 2021
- AmazonMay 2020 to Aug 2020
- University of KentuckyAug 2019 to May 2023
- Home DepotJan 2019 to Aug 2019
- Marco's PizzaJun 2018 to Jan 2019
- Dixie Heights High SchoolAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (TN, 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
- 7801283
- Firm CRD
- 7691