Joseph Andrew Myers
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Bank of America, N.A.Aug 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2026 to now
- Extended TravelMay 2026 to Jun 2026
- Slick Technologies LLCJul 2025 to May 2026
- Self EmploymentSep 2024 to Jun 2025
- Mercury Communication Services, Inc d/b/a Procure ItSep 2022 to Aug 2024
- UnemployedJun 2022 to Aug 2022
- University of California, DavisDec 2021 to Jun 2022
- UnemployedOct 2021 to Dec 2021
- Frank Family VineyardsJul 2021 to Sep 2021
- University of California, DavisSep 2017 to Jun 2021
- UnemployedJun 2017 to Sep 2017
- Santa Margarita Catholic High SchoolJul 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8305452
- Firm CRD
- 7691