Johnathon Stulc
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 IncorporatedJul 2024 to now
- Bank of AmericaJul 2024 to Jul 2025
- UnemployedJun 2024 to Jul 2024
- UnemployedAug 2022 to Sep 2022
- Blaine Public Works DepartmentMay 2022 to Aug 2022
- University of MinnesotaSep 2021 to May 2024
- Anoka County ParksMay 2021 to Aug 2021
- Anoka Ramsey Community CollegeAug 2019 to May 2022
- The Mad Hatter Tea RestaurantJun 2019 to Mar 2020
- Spring Lake Park High SchoolSep 2017 to Jun 2019
- UnemployedJun 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 8153741
- Firm CRD
- 7691