Bridget J Curtis
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.Dec 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2025 to now
- Warrington Soccer ClubAug 2025 to now
- Select Soccer LLCJul 2025 to Aug 2025
- Rise Creative ServicesApr 2025 to Aug 2025
- Mra GroupMay 2024 to Aug 2024
- Amazon.com, Inc.Jun 2023 to Jun 2023
- Payton JewelryMay 2023 to Jun 2025
- Kutztown University/access ServicesFeb 2023 to May 2023
- Kutztown University/access ServicesMar 2022 to Apr 2022
- Kutztown UniversitySep 2021 to May 2025
- Cec EntertainmentFeb 2021 to May 2021
- Pats Select Pizza and GrillJul 2020 to Dec 2020
- Central Bucks School DistrictSep 2015 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 8181774
- Firm CRD
- 7691