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Quinntavious Hall-taylor

Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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

10 years in the industry.

  1. Bank of America, N.A.Jan 2025 to now
  2. Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to now
  3. UpsSep 2021 to Sep 2021
  4. Rogue GymAug 2021 to Aug 2022
  5. Cork Institute of TechnologySep 2020 to Sep 2021
  6. Downtown Athletic ClubJul 2020 to Sep 2020
  7. Saint Peter's UniversityAug 2016 to May 2020

Exams passed

  • Series 66 · Uniform Combined State Law2025

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
7961423
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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