Timothy Lee Vereecke
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.
- Bank of America, N.A.May 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2026 to now
- Golden1 Credit UnionAug 2024 to Apr 2026
- LPL Financial LLCAug 2024 to Apr 2026
- Schoolsfirst FcuJul 2023 to Aug 2024
- Home DepotJul 2022 to Jul 2023
- Csu ChicoAug 2021 to May 2023
- Mod PizzaJun 2019 to May 2022
- Saddleback CollegeJun 2018 to May 2021
- Dunkin DonutsJul 2017 to Jun 2019
- Trabuco Hills High SchoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7989730
- Firm CRD
- 7691