Liam Christopher Drumm
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2026 to now
- CaisJun 2025 to Aug 2025
- Creative DockJun 2024 to Jul 2024
- Morgan StanleyMay 2024 to May 2024
- University of GeorgiaAug 2022 to May 2026
- Monmouth County Parks SystemJun 2022 to Aug 2022
- UnishippersJun 2021 to Jul 2021
- Red Rock Bar & GrillMay 2020 to Jul 2020
- Camp CocountsJun 2019 to Aug 2019
- Middletown Highschool SouthSep 2018 to Jun 2022
- Thompson Middle SchoolSep 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 8305732
- Firm CRD
- 7691