Nicholas Taylor Cunningham
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
- CunninghamlegalMay 2025 to Nov 2025
- UnemployedMar 2025 to May 2025
- CbreAug 2021 to Mar 2025
- CunninghamlegalMar 2020 to Aug 2021
- Wallis Annenberg Center for the Performing ArtsOct 2019 to Nov 2019
- LyftJun 2019 to Mar 2020
- Jimboco PresentsMay 2018 to Aug 2018
- MasulloMar 2018 to May 2018
- Rolling Hills Christian ChurchSep 2017 to May 2019
- CunninghamlegalDec 2015 to Jun 2019
- Touring MusicianJan 2015 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 8194114
- Firm CRD
- 7691