Edward George Turnbull
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 IncorporatedNov 2025 to now
- UnemployedAug 2025 to Nov 2025
- Point Judith Country ClubMay 2025 to May 2025
- Perfection Valet ParkingJun 2024 to Jul 2024
- University of Rhode IslandJan 2023 to Aug 2025
- East Bay DetailJun 2019 to Aug 2023
- CvsJun 2019 to Nov 2021
- Pawtucket Country ClubMay 2019 to Aug 2021
- UnemployedNov 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 8194083
- Firm CRD
- 7691