Emily Xu
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
1 stateRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Emily Xu? Claim your profile
Contact this firm
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2023 to now
- UnemployedMay 2023 to Jul 2023
- Bank of AmericaJun 2022 to Aug 2022
- NbcuniversalFeb 2022 to May 2022
- BrandshareSep 2021 to Dec 2021
- Hunter DigitalJun 2021 to Aug 2021
- New York UniversitySep 2019 to May 2023
- Skyline Staffing and ConsultingJul 2019 to Aug 2019
- East Brunswick High SchoolSep 2016 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 8075878
- Firm CRD
- 7691