Nathaniel Isaac Carpenter
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
1 stateRegistered 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
- Clippers n ScissorsSep 2025 to Dec 2025
- Vertical Click MarketingJan 2025 to Jun 2025
- Southern PourJun 2024 to Sep 2025
- River Crest Country ClubFeb 2022 to Jun 2025
- TargetMay 2021 to Feb 2022
- UnemployedAug 2020 to May 2021
- AldiJun 2020 to Aug 2020
- UnemployedDec 2019 to Jun 2020
- Full Time StudentJun 2018 to Dec 2023
- Sigma SwimmingDec 2017 to Dec 2019
- StarbucksJan 2016 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 8206330
- Firm CRD
- 7691