Davis Colby Fox
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 IncorporatedJul 2026 to now
- Wells Fargo Clearing ServicesAug 2025 to Jul 2026
- Dysis / DexianAug 2025 to Dec 2025
- Trolley BarnJun 2025 to Dec 2025
- Acv AuctionsMay 2024 to Jun 2024
- AuraJun 2023 to Aug 2023
- University of South CarolinaAug 2021 to May 2025
- Town of Mattapoisett RecreationJun 2016 to Aug 2024
- Town of Mattapoisett Public SchoolsSep 2015 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 8147778
- Firm CRD
- 7691