Evan D Immenschuh
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.Nov 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2025 to now
- Structure Tone SouthwestJan 2025 to Oct 2025
- TecovasSep 2024 to Sep 2025
- UnemployedAug 2024 to Sep 2024
- Quata Infrastructure SolutionsMay 2024 to Aug 2024
- UnemployedMar 2024 to May 2024
- CarriquiNov 2023 to Mar 2024
- Ut San AntonioJun 2021 to Dec 2024
- M.E.N. Lawn Care ServicesApr 2020 to Dec 2021
- Kumon Math and ReadingJan 2017 to Nov 2023
- UnemployedJan 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 8181780
- Firm CRD
- 7691