Cody Eugene Hayworth
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Bank of America, N.A.Sep 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2026 to now
- Edward JonesJun 2025 to Jul 2026
- Charles Schwab & Co., Inc.Oct 2023 to Jun 2025
- FnboJul 2021 to Oct 2023
- Sam's ClubAug 2020 to Jul 2021
- Hy-veeNov 2017 to Aug 2020
- University of Nebraska OmahaAug 2017 to Dec 2022
- UnemployedAug 2017 to Dec 2017
- KaboomersJul 2017 to Aug 2017
- UnemployedJan 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 7802768
- Firm CRD
- 7691