Paul B Egan
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 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
13 years in the industry.
- Bank of America, N.A.Mar 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2026 to now
- Wahoo! Wine & ProvisionsNov 2025 to Jan 2026
- UnemployedAug 2025 to Nov 2025
- Tech Dynamism LLCMar 2024 to Aug 2025
- Tech Dynamism, LLC.Jun 2023 to Aug 2023
- University of VirginiaAug 2022 to Jun 2024
- Mursion, Inc.May 2019 to Aug 2022
- Uber Technologies, Inc.Aug 2018 to Feb 2019
- University of VirgniaAug 2017 to Aug 2018
- Dalton AgencyJun 2017 to Aug 2017
- Washington University In St. LouisAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 8216452
- Firm CRD
- 7691