Reid B Schultz
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
15 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
15 years in the industry.
- Bank of America, N.A.Jul 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2024 to now
- Northwestern Mutual Investment Services LLCMay 2024 to Jul 2024
- Northwestern Mutual Life Insurance CompanyNov 2023 to Jul 2024
- Technosylva IncJun 2023 to Nov 2023
- Stonebrick LLC dba DialogMar 2023 to Apr 2023
- Oneal IncSep 2021 to Aug 2023
- Westat IncJul 2020 to Dec 2022
- StudentAug 2018 to Dec 2021
- Hillside LLCJun 2016 to Apr 2022
- StudentAug 2011 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7804164
- Firm CRD
- 7691