Dylan Patrick Dennery
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
- Memorial Healthcare SystemSep 2022 to Dec 2025
- UnemployedJan 2022 to Sep 2022
- Costco WholesaleNov 2021 to Dec 2021
- Regal CinemasJun 2021 to Nov 2021
- UnemployedApr 2021 to May 2021
- Mcdonald'sNov 2020 to Apr 2021
- West Broward High SchoolAug 2018 to Jun 2021
- Silver Trail Middle SchoolJan 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8206341
- Firm CRD
- 7691