Grant D Carter
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.Sep 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2025 to now
- UnemployedMay 2025 to Jun 2025
- Midwest Regional BankAug 2024 to Aug 2024
- Canvas TownhomesOct 2022 to May 2025
- The Scion Group LLCOct 2022 to May 2025
- Midwest Regional BankMay 2022 to Aug 2022
- University of Missouri-columbiaAug 2021 to Jul 2025
- F Four LLCJun 2019 to Jul 2021
- House of Pain GymJan 2019 to Jun 2021
- UnemployedJul 2015 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 8126554
- Firm CRD
- 7691