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Jillian Beksinski

Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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

11 years in the industry.

  1. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2025 to now
  2. Hofstra UniversitySep 2024 to now
  3. Rinx Inc.Sep 2019 to now
  4. Fidelity InvestmentsSep 2024 to Jul 2025
  5. UnemployedAug 2022 to Jun 2023
  6. UnemployedAug 2021 to Jun 2022
  7. Bentley UniversitySep 2020 to May 2024
  8. UnemployedMay 2020 to Jun 2021
  9. Freeport Tax and ServicesSep 2019 to May 2020
  10. UnemployedSep 2014 to Sep 2019

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (NY, 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
7987584
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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