Sean M Mcmanus
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Bank of America, N.A.Sep 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2025 to now
- Bankers Life Advisory Services, IncMar 2025 to Jun 2025
- Bankers Life Securities, IncJan 2025 to Jun 2025
- Bankers Life & Casualty, IncJun 2024 to Jun 2025
- Anchin Block and AnchinJan 2024 to Apr 2024
- BdoJun 2022 to Dec 2022
- Manasquan River Golf ClubJan 2022 to Jan 2024
- Delatell LLCSep 2020 to Jun 2022
- Manasquan River Yacht ClubJan 2018 to Jan 2021
- Manasquan River Golf ClubJan 2015 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 8031201
- Firm CRD
- 7691