Corey Dequan Young
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.Jan 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2023 to now
- Synaptic Inc.May 2021 to Jun 2023
- American Income LifeApr 2019 to May 2021
- Cleveland Clinic Hospital Marymount Emergency DepartmentSep 2018 to Apr 2019
- SecuritasFeb 2018 to Sep 2018
- MeijerMay 2017 to Aug 2017
- Fedex GroundJun 2016 to May 2017
- Home Instead (different Name When I Was Employed)Oct 2014 to Jun 2017
- Bowling Green State UniversityAug 2014 to Aug 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
- 8003206
- Firm CRD
- 7691