Caden Eggeling
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2025 to now
- Keyence CorporationJul 2024 to Jan 2025
- UnemployedMay 2024 to Jul 2024
- Texas Disposal SystemsDec 2023 to Jan 2024
- AflacSep 2023 to Oct 2023
- Texas Disposal SystemsJul 2023 to Aug 2023
- Keyence CorporationMay 2023 to Jun 2023
- Room 38 Restaurant & LoungeFeb 2023 to May 2023
- Texas Disposal SystemsDec 2022 to Jan 2023
- University of Missouri - Athletic DepartmentOct 2022 to Dec 2022
- Texas Disposal SystemsJul 2022 to Aug 2022
- Sherwin-williamsJun 2022 to Aug 2022
- Gold's GymJun 2021 to Aug 2021
- University of MissouriAug 2020 to May 2024
- Garden-villeJun 2020 to Aug 2020
- Westlake High SchoolAug 2016 to May 2020
- UnemployedJun 2015 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 8036352
- Firm CRD
- 7691