Emma Isabelle Urso
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
16 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
16 years in the industry.
- Bank of America, N.A.Aug 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2026 to now
- Appalachian State UniversityJan 2026 to May 2026
- HandshakeJan 2026 to Mar 2026
- Tri Pointe HomesJun 2025 to Aug 2025
- GrubhubDec 2024 to Mar 2026
- Hobby LobbyAug 2024 to Sep 2024
- DoordashSep 2023 to Mar 2026
- UnemployedMay 2023 to Aug 2023
- Green Brothers Juice & Smoothie Co.Jul 2022 to Apr 2023
- Self-employedAug 2021 to Jun 2022
- Chick-fil-aJun 2020 to Jul 2021
- Carmel Christian SchoolAug 2010 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 8305640
- Firm CRD
- 7691