Nathan James zion Scott
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 IncorporatedJun 2026 to now
- Northern Trust CorporationApr 2022 to Jun 2026
- UnemployedDec 2021 to Apr 2022
- El Toro Capital ManagmentJun 2021 to Aug 2021
- Law Office of Richard W. Schaaf, PlcMay 2020 to Jun 2020
- The Heart of the Thumb Counseling ServicesMay 2019 to May 2020
- Qualified Staffing (assigned To Rochester Gear, Inc.)May 2019 to Aug 2019
- Michigan Republican PartyMay 2019 to May 2019
- Qualified Staffing (assigned To Sota Technology)May 2018 to Aug 2018
- Dairy Queen (dq Grill & Chill)Apr 2018 to Apr 2018
- University of Michigan- FlintSep 2017 to Dec 2021
- Paramount Enterprizes Dairy, LLC (now Green Point Dairy)May 2017 to Aug 2017
- Kingston High SchoolJul 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 8305731
- Firm CRD
- 7691