Benjamin Michael Bass
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
23 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
23 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2025 to now
- Stonehill CollegeAug 2021 to May 2025
- W.B. MasonJul 2021 to Aug 2024
- F.A.S.T. AthleticsMar 2021 to Jun 2021
- W.B. MasonJul 2019 to Dec 2019
- Bass Resort Sales CorpMar 2019 to Oct 2025
- Foxborough High ScvhoolSep 2017 to May 2021
- UnemployedMar 2003 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (RI, 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
- 8181808
- Firm CRD
- 7691