Steven Schupke
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 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
13 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2025 to now
- Isi Language School Japan ShibuyaJun 2024 to Dec 2024
- UnemployedAug 2023 to Oct 2025
- Jacksonville UniversityAug 2023 to Apr 2024
- Navy Federal Credit UnionMay 2023 to Aug 2023
- UnemployedNov 2022 to May 2023
- VollyMar 2022 to Nov 2022
- U.S. Department of Veterans AffairsAug 2021 to May 2022
- UnemployedMar 2020 to Aug 2021
- U.S. Department of Veterans AffairsAug 2019 to Mar 2020
- UnemployedApr 2019 to Aug 2019
- Jacksonville UniversityJan 2019 to Apr 2023
- College Hunks Hauling Junk & MovingJan 2019 to Apr 2019
- UnemployedDec 2018 to Jan 2019
- United States Marine CorpsDec 2013 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 8181923
- Firm CRD
- 7691