Erin Catherine Walsh
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.
- Bank of America, N.A.Jan 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2025 to now
- UnemployedSep 2025 to Oct 2025
- Data AxleJun 2021 to Aug 2025
- Data Axle (formerly Infogroup Until September of 2020)Jun 2020 to May 2021
- Aviva StadiumJun 2019 to Jul 2019
- Boston CollegeSep 2017 to May 2021
- Avenir Restaurant GroupJun 2016 to Aug 2019
- Saint Francis High SchoolAug 2013 to Jun 2017
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
- 8194184
- Firm CRD
- 7691