Marcus Tahj Brooks
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Bank of America, N.A.Aug 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2025 to now
- K1 SpeedApr 2024 to Jul 2024
- Year Up ContractorJan 2024 to Jan 2025
- Atlantic Self StorageSep 2023 to Jan 2024
- HomegoodsMar 2023 to Sep 2023
- Academy Sports + OutdoorsAug 2021 to Mar 2023
- JP SportsApr 2021 to Jun 2021
- Shoe CarnivalMay 2020 to Aug 2020
- Florida Gulf Coast UniversityAug 2018 to Aug 2021
- Bjs Wholesale ClubMay 2018 to Aug 2018
- Episcopal School of JacksonvilleAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7947025
- Firm CRD
- 7691