Hunter K Stokes
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.Jul 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2025 to now
- T. Rowe PriceJul 2024 to Jun 2025
- UnemployedMay 2024 to Jul 2024
- T. Rowe PriceJun 2023 to Aug 2023
- Atlas Restaurant GroupJun 2022 to Aug 2022
- Oasis MarinasJun 2022 to Aug 2022
- Annapolis Yacht ClubJun 2021 to Aug 2021
- Clemson UniversityAug 2020 to May 2024
- UnemployedJun 2020 to Aug 2020
- Anchor AquaticsJun 2019 to Aug 2019
- Archbishop Spalding High SchoolAug 2018 to Jun 2020
- UnemployedJun 2018 to Aug 2018
- Amador Valley High SchoolAug 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 7953950
- Firm CRD
- 7691