Rakeem Latron Morris
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
3 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.Oct 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2024 to now
- New American FundingJan 2024 to Jul 2024
- UnemployedSep 2023 to Jan 2024
- South River MortgageDec 2022 to Sep 2023
- Freedom Mortgage CorporationAug 2021 to Nov 2022
- UnemployedFeb 2021 to Aug 2021
- Newday USA Financial LLCJan 2019 to Feb 2021
- YelpJun 2018 to Jan 2019
- All Traffic SolutionsAug 2017 to Apr 2018
- Sales Inc.Oct 2016 to Aug 2017
- BestbuyMar 2016 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (DC, GA, 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
- 7977383
- Firm CRD
- 7691