Griffin Meyer
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.
- Bank of America, N.A.Feb 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2026 to now
- Guardian Life Insurance CompanyAug 2025 to Jan 2026
- Park Avenue SecuritiesAug 2025 to Jan 2026
- Dlak Wealth AdvisorsDec 2024 to Aug 2025
- JPMorgan ChaseJun 2024 to Aug 2024
- Topshelf Shots IncAug 2023 to Dec 2024
- Miami University OxfordAug 2021 to May 2025
- Badin High SchoolAug 2017 to May 2021
- Fairfield Middle SchoolAug 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 8029678
- Firm CRD
- 7691