Molly Kay Ottoson
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2025 to now
- Marcus and MillichapJun 2024 to Aug 2024
- Wilmette Golf ClubMay 2023 to Aug 2023
- Madden Restaurant Concepts LLCMay 2023 to Jun 2023
- Stormys Tavern and GrilleSep 2022 to Aug 2025
- Miami UniversityAug 2021 to May 2025
- Fred's GarageApr 2021 to Aug 2021
- Lickity Split Frozen Custard & Sweets LLCApr 2018 to Jun 2018
- Loyola AcademyAug 2017 to May 2021
- UnemployedJun 2017 to Aug 2017
- Northside Catholic AcademyOct 2015 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 8147009
- Firm CRD
- 7691