Anthony M Martin
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Bank of America, N.A.Nov 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2024 to now
- MarshallsNov 2023 to Jan 2024
- Ozark National LifeSep 2023 to Aug 2024
- Old NavySep 2023 to Nov 2023
- Kohl's Department Stores, IncSep 2023 to Sep 2023
- Nis Financial Services, Inc.Aug 2023 to Aug 2024
- Ocd DetailersMay 2023 to Aug 2023
- State Fair Community CollegeAug 2022 to Dec 2023
- Nostalgia Vintage Market and ApparelAug 2022 to May 2023
- MenardsJun 2022 to Nov 2022
- Saint Charles Community CollegeAug 2021 to May 2022
- Dog Days LLCMay 2021 to Aug 2024
- Planet FitnessApr 2021 to May 2022
- Eddie BauerAug 2018 to Apr 2020
- Waves and WheelsApr 2017 to Apr 2021
- School of the OsageAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 7802991
- Firm CRD
- 7691