Destinee Green
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2024 to now
- Premier Specialty ProductsJun 2020 to Jul 2024
- Tech MahindraJan 2019 to Jun 2020
- Standard EnterpriseSep 2018 to Dec 2018
- Pelican State WholesaleJun 2018 to Sep 2018
- UnemployedFeb 2018 to Jun 2018
- Delta Mini MartNov 2017 to Feb 2018
- Louisiana Tech UniversityAug 2014 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (LA, 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
- 7964780
- Firm CRD
- 7691