Terran Alexander Melad
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Bank of America, N.A.Apr 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2026 to now
- Bank of AmericaNov 2024 to Mar 2026
- Macmillan-piperOct 2024 to Oct 2024
- WalgreensJun 2024 to Sep 2024
- Idr IncApr 2024 to Jun 2024
- CostcoSep 2023 to Apr 2024
- United Health AdvisorsApr 2023 to Sep 2023
- UnemployedJan 2023 to Mar 2023
- Cyolo IncOct 2022 to Jan 2023
- MemoryblueJul 2022 to Sep 2022
- MemoryblueApr 2022 to Jun 2022
- MemoryblueJun 2021 to Sep 2021
- Express Employment Professionals - Tacoma Pierce County HealthNov 2020 to Apr 2021
- Lacey Parks and RecreationJun 2019 to Aug 2019
- WalmartJun 2019 to Aug 2019
- Central Washington UniversitySep 2018 to Jun 2022
- UnemployedJun 2018 to Aug 2018
- FootlockerJan 2018 to Mar 2018
- Taco TimeSep 2016 to Dec 2016
- Timberline High SchoolSep 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 8245801
- Firm CRD
- 7691