Terrell Barnes
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2025 to now
- Sheppard Pratt Health SystemsFeb 2024 to Mar 2024
- Mlm Home ImprovementJan 2024 to Jan 2025
- Southern National RoofingDec 2023 to Feb 2024
- Four Twelve RoofingMay 2022 to Dec 2023
- Towson UniversityFeb 2022 to Sep 2023
- Albright CollegeFeb 2020 to Feb 2022
- Sheppard Pratt Health SystemsJan 2014 to Feb 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 8036284
- Firm CRD
- 7691