Dalton Keith
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.Oct 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2023 to now
- Financial Plus Credit UnionApr 2023 to Sep 2023
- Extended TravelDec 2021 to Apr 2023
- Vivint Smart Home SecurityJun 2021 to Dec 2021
- Helena Public SchoolsDec 2020 to Apr 2021
- Montana FabricationSep 2020 to Sep 2023
- Southern New Hampshire UniversityJun 2020 to Oct 2020
- Pediatric DentistryDec 2019 to Jun 2020
- Panda ExpressAug 2019 to Sep 2019
- Carroll CollegeAug 2017 to May 2020
- Delta High SchoolAug 2014 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (IA, 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
- 7991888
- Firm CRD
- 7691