Isabella Mason
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Bank of America, N.A.May 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2026 to now
- Community BankAug 2025 to Apr 2026
- Extended TravelMar 2025 to Jul 2025
- Jk Cipro Inc.Jul 2024 to Aug 2025
- Bank of America CorporationJul 2024 to Mar 2025
- Mario's Brunch LLCMay 2023 to Aug 2024
- Acg Bbq Llc/sonnys BbqMay 2023 to Oct 2023
- Cape Coral Bbq/rib CityMay 2023 to May 2023
- Florida State UniversityAug 2022 to May 2024
- Starbucks Coffee CompanyJan 2021 to Aug 2022
- Florida Gulf Coast UniversityAug 2020 to May 2022
- Bonita Springs HighschoolAug 2018 to May 2022
- Three Oaks Middle SchoolAug 2015 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 8261121
- Firm CRD
- 7691