Chloe M Charbonnet
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 IncorporatedAug 2024 to now
- UnemployedJun 2024 to Aug 2024
- Net Ministries IrelandAug 2023 to Jun 2024
- Apostolate for Family ConsecrationMay 2023 to Aug 2023
- Apostolate for Family ConsecrationMay 2022 to Aug 2022
- TjmaxxDec 2021 to Jan 2023
- Steubenville ConferencesMay 2021 to Aug 2021
- Raising Cane'sDec 2020 to Dec 2021
- Franciscan University Mail CenterAug 2020 to Mar 2023
- Raising Cane'sMay 2020 to Aug 2020
- Student- Franciscan University of SteubenvilleAug 2019 to May 2023
- Just Chillin' Sweet TreatsNov 2018 to Aug 2019
- Glory Bound Gyro Co.Sep 2017 to Jun 2018
- Mother of Divine Grace Online SchoolAug 2014 to May 2019
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
- 7977436
- Firm CRD
- 7691