Cody Marquis Laneve
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Bank of America, N.A.Sep 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2024 to now
- Professionally Active Career BreakFeb 2023 to Jul 2024
- ServicetitanJun 2022 to Feb 2023
- Overhead Door Company of Greater Pittsburgh / Resourcing EdgeMay 2020 to Jun 2022
- UnemployedDec 2019 to May 2020
- Maher DuesselJun 2019 to Aug 2019
- Naes Power ContractorsMay 2018 to Aug 2018
- Naes Power ContractorsMay 2017 to Aug 2017
- The Ohio State UniversityAug 2016 to Dec 2019
- Community College of Allegheny CountyAug 2015 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7964646
- Firm CRD
- 7691