Ashton Tate King
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.
- Bank of America, N.A.Oct 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2026 to now
- Fidelity InvestmentsJun 2025 to Aug 2026
- UnemployedAug 2024 to Jun 2025
- First Florida MortgageMay 2023 to Aug 2023
- Barracuda PowerwashingDec 2022 to Aug 2024
- Stone and King PowerwashingDec 2022 to Aug 2024
- The Wyndam HotelAug 2022 to Dec 2022
- Valley Smoke BbqMay 2022 to Aug 2022
- Florida Atlantic UniversityJun 2021 to May 2025
- UnemployedApr 2020 to May 2022
- Dockside SeafoodFeb 2020 to Apr 2020
- UnemployedJan 2020 to Feb 2020
- Publix Super Market At Middle Beach CommonsMay 2019 to Nov 2020
- UnemployedApr 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 8116188
- Firm CRD
- 7691