Therry Venescar
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.Jan 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2025 to now
- Bank of AmericaJun 2024 to Nov 2025
- UnemployedMay 2024 to Jun 2024
- Santander BankSep 2023 to May 2024
- UnemployedAug 2023 to Sep 2023
- Rider University Controllers OfficeSep 2022 to Mar 2023
- Bcb BankDec 2021 to Jul 2023
- UnemployedSep 2021 to Dec 2021
- Taco BellMay 2021 to Sep 2021
- Nfc Amenity / the Blvd CollectionDec 2020 to Sep 2021
- UnemployedOct 2020 to Dec 2020
- Rider University Phonathan ProgramSep 2020 to Oct 2020
- UnemployedAug 2020 to Sep 2020
- Five Guys / Muy Hamburger Partners, LLCJul 2020 to Oct 2020
- UnemployedMay 2020 to Jul 2020
- McdonaldsJul 2019 to May 2020
- FunplexMay 2019 to Jul 2019
- UnemployedSep 2015 to Apr 2019
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
- 8194089
- Firm CRD
- 7691