Colin Noonan
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.Sep 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2022 to now
- P1 Logistics, LLCNov 2021 to Jan 2022
- Venture Home Solar, LLCApr 2021 to Nov 2021
- Mass General BrighamFeb 2021 to Feb 2021
- Santander BankJan 2021 to Apr 2021
- UnemployedNov 2020 to Jan 2021
- City of ConcordSep 2020 to Nov 2020
- UnemployedMay 2020 to Sep 2020
- Target CorporationOct 2019 to Nov 2019
- Enterprise BankMay 2019 to Jan 2020
- City of ConcordMay 2018 to Aug 2018
- City of ConcordMay 2017 to Aug 2017
- Wheaton CollegeSep 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 7977081
- Firm CRD
- 7691