Devin Dawayne Davis
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.AJul 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2026 to now
- Bank of AmericaDec 2023 to Jun 2026
- Best BuyApr 2022 to Dec 2023
- The Independent SchoolOct 2021 to Mar 2022
- Best BuyOct 2020 to Sep 2021
- TargetOct 2019 to Sep 2020
- Bricktown BreweryMay 2019 to Sep 2019
- Colby CollegeMay 2018 to May 2019
- Bricktown BreweryApr 2017 to Apr 2018
- Wichita Heights High SchoolJun 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 8305723
- Firm CRD
- 7691