Graham S Smith
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Graham S Smith? 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
12 years in the industry.
- Bank of America, N.A.Jul 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2025 to now
- Bell Helicopters - TextronJun 2024 to Aug 2024
- Burr & Forman LLPJul 2023 to Mar 2024
- South Carolina State HouseJan 2023 to Apr 2023
- Adsi Moving SystemsJun 2022 to Aug 2022
- University of South CarolinaAug 2021 to May 2025
- Adsi Moving SystemsJun 2021 to Aug 2021
- Sage Valley Golf CourseJun 2020 to Aug 2020
- Adsi Moving SystemsJun 2019 to Aug 2019
- Adsi Moving SystemsJun 2018 to Aug 2018
- North Augusta High SchoolAug 2017 to May 2021
- UnemployedJan 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 8126361
- Firm CRD
- 7691