Ozkan Demircan
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.
- Bank of America, N.A.May 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2025 to now
- Marshall UniversityDec 2024 to now
- BertecOct 2023 to Mar 2025
- UnemployedMay 2023 to Oct 2023
- New York Tribeca GroupOct 2022 to May 2023
- UnemployedSep 2022 to Oct 2022
- Liberty Consulting and ManagementJun 2022 to Sep 2022
- University of PhoenixDec 2021 to Jun 2022
- Lower Keys Medical CenterSep 2021 to Jun 2022
- UnemployedJun 2021 to Sep 2021
- Hershey Medical CenterMar 2021 to Jun 2021
- Purdue University GlobalApr 2020 to Dec 2020
- UnemployedMar 2020 to Mar 2021
- Definitions Private TrainingJan 2020 to Mar 2020
- UnemployedJun 2019 to Jan 2020
- Pennsylvania State UniversityAug 2014 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 8067812
- Firm CRD
- 7691