Madison Grace Pee
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
26 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
26 years in the industry.
- Bank of America, N.A.Dec 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2025 to now
- City Scape WineryJul 2024 to Apr 2025
- Bank of AmericaJun 2022 to Oct 2025
- United Community BankFeb 2021 to Jun 2022
- Cracker BarrelDec 2017 to Jul 2024
- Bi-loMar 2017 to Dec 2017
- UnemployedAug 2000 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (SC, 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
- 8194191
- Firm CRD
- 7691