Taylor Alexis Martin
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2025 to now
- Metro DinerOct 2023 to now
- Night Lite PediactrixFeb 2023 to Dec 2023
- Fogo De ChaovvMar 2022 to Sep 2022
- TruistAug 2021 to Jan 2022
- Eagle Landing Golf ClubSep 2020 to Aug 2021
- Liberty Law PllcSep 2019 to Dec 2022
- Boyd & Jenerette PaAug 2018 to Sep 2019
- Dicks WingsJun 2017 to Mar 2020
- Platos ClosetDec 2015 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 8206237
- Firm CRD
- 7691