Hunter William Brown
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.
- Bank of America, N.A.Feb 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2025 to now
- Sung Wong EnterprisesOct 2019 to now
- Bank of AmericaApr 2025 to Jan 2026
- Bacchus House Wine Bar & BistroFeb 2023 to Nov 2023
- Beast and BountyApr 2022 to May 2023
- Bay Medic Ambulance CompanyFeb 2021 to Apr 2022
- Cmy Fiduciary ServicesFeb 2019 to Dec 2019
- MukuniJan 2018 to Oct 2019
- Rio Del Oro Sports ClubJan 2018 to Sep 2018
- Laz ParkingSep 2017 to Aug 2018
- Sacramento State UniversityJan 2016 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 8216423
- Firm CRD
- 7691