John Storer
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2026 to now
- Bank of America, N.AJun 2024 to now
- Northwestern Mutual Investment Services LLCFeb 2026 to Apr 2026
- Northwestern Mutual Life Insurance CompanyDec 2025 to Apr 2026
- Northwestern Mutual Life Insurance CompanyJul 2025 to Aug 2025
- The Next Level Sales ConsultingMay 2025 to Dec 2025
- Wedbush SecuritiesJun 2024 to Jul 2025
- Texas Christian UniversityAug 2022 to May 2026
- BeachsportsJun 2021 to Aug 2023
- Gelsons MarketsJun 2020 to Nov 2020
- Mira Costa High SchoolAug 2018 to May 2022
- Manhattan Beach Middle SchoolAug 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 7938320
- Firm CRD
- 7691