Carson Gerald Condu
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.Dec 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2024 to now
- UnemployedApr 2024 to Jul 2024
- MaasworksJan 2024 to Mar 2024
- Earnhardt Chrysler Dodge Jeep RamFeb 2023 to Jan 2024
- UnemployedJan 2023 to Feb 2023
- Quantrell CollisionJun 2022 to Feb 2023
- K-10 FramingDec 2021 to Jun 2022
- CrossconnectAug 2021 to Nov 2021
- Oregano's Pizza BistroAug 2020 to Aug 2021
- K-10 FramingMay 2020 to Aug 2020
- Oregano's Pizza BistroAug 2019 to May 2020
- K-10 FramingMay 2019 to Aug 2019
- Oregano's Pizza BistroAug 2018 to May 2019
- K-10 FramingMay 2018 to Aug 2018
- Northern Arizona UniversityMay 2017 to Dec 2020
- San Tan FlatJan 2017 to May 2017
- Queen Creek High SchoolAug 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7964684
- Firm CRD
- 7691