Anthony Dean Trill
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2026 to now
- UnemployedMar 2026 to Apr 2026
- Integrated Financial ConceptsOct 2025 to Mar 2026
- UnemployedSep 2025 to Oct 2025
- Primed PharmaceuticalsApr 2025 to Sep 2025
- Seaview Auto corpSep 2023 to Apr 2025
- Taka RestaurantOct 2021 to Sep 2023
- Brookdale Community CollegeSep 2020 to May 2023
- Iron WhaleSep 2020 to Oct 2021
- City of Asbury ParkMay 2019 to Oct 2021
- Jackson Memorial High SchoolSep 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 8261269
- Firm CRD
- 7691