Dominique Davis
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
1 stateRegistered 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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2025 to now
- Db SchenkerJun 2024 to Jan 2025
- UnemployedFeb 2024 to Jun 2024
- Globe Life-ailDec 2023 to Feb 2024
- DhlAug 2023 to Dec 2023
- Wells FargoAug 2022 to Jan 2023
- Full Sail UniversityMay 2022 to Jul 2023
- UnemployedAug 2021 to May 2022
- Bank of AmericaMay 2017 to Aug 2021
- UnemployedNov 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 8036281
- Firm CRD
- 7691