Cameron Mack
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.Mar 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2026 to now
- J.P. Morgan Securities LLCJul 2024 to Dec 2025
- AdpAug 2022 to Jun 2024
- Nursing Solutions LLCFeb 2022 to Aug 2022
- A New LeafJan 2022 to May 2022
- UnemployedFeb 2021 to Dec 2021
- Chick-fil AJan 2021 to Jan 2021
- WalmartMay 2020 to Aug 2022
- UnemployedFeb 2020 to Dec 2020
- Bashas/aj's Fine FoodsMar 2016 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7965425
- Firm CRD
- 7691