Mark Cunniff
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.
- Bank of America, N.A.Aug 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2026 to now
- Merrill LynchMay 2025 to Aug 2025
- Kenwood Country ClubMay 2024 to Aug 2024
- Wake Forest Wellness CenterSep 2023 to Dec 2023
- CaddiemasterJun 2023 to Aug 2023
- Wake Forest UniversitySep 2022 to May 2026
- CaddiemasterJun 2022 to Aug 2022
- Kenwood Country ClubJun 2021 to Aug 2021
- Walt Whitman High SchoolAug 2018 to Jun 2022
- Pyle Middle SchoolAug 2015 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (DC).
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
- 8101741
- Firm CRD
- 7691