Justin Leonard
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2025 to now
- Amboy BankMay 2023 to Dec 2025
- Crystal Auto MallJun 2021 to May 2023
- Abercrombie and FitchFeb 2021 to Jun 2021
- Best BuyNov 2020 to Jan 2021
- UnemploymentJun 2020 to Nov 2020
- Muni HubFeb 2019 to Jun 2020
- PrimarkOct 2018 to Feb 2019
- Trinity SolarMay 2018 to Sep 2018
- American EagleFeb 2018 to May 2018
- NikeJun 2017 to Feb 2018
- LowesMay 2017 to Jul 2017
- Bounce UJan 2017 to May 2017
- UnemploymentOct 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 8206250
- Firm CRD
- 7691