Cayden C Smith

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2021 → 12/2024
  E*Trade Securities Llc
  Sandy, UT
• 04/2015 → 09/2022
  Life Time, Inc
  South Jordan, UT
• 05/2020 → 09/2020
  Northwestern Mutual
  Salt Lake City, UT
• 08/2016 → 12/2020
  University Of Utah
  Salt Lake City, UT
• 09/2023 → 01/2024
  Morgan Stanley
  Sandy, UT
• 08/2021 → 09/2023
  Morgan Stanley
  Sandy, UT
• 12/2023 → 05/2025
  Morgan Stanley Private Bank, N.A
  New York, NY
• 05/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Salt Lake City, UT
• 07/2025 → Present
  Bank Of America, N.A.
  Salt Lake City, UT

Previous Registrations

• 2024-01-08 → 2025-05-22
  Morgan Stanley
  Sandy, UT

Other Businesses

I*2496353, Entity Type Entity For Profit,Entity Publicly Traded, Name of OBA: Life Time Fitness Address: South JordanUtah84095 Investment Related: No Position, Title, Association: Employee Employee Start Date: 01/01/2024No Hours: 2 weekly No Hours during trading: 0 Duties:Fitness Club - I work as a manager in the rock climbing wall primarily doing inspections on equipment and helping to train new staff.

Exams

• S66 Uniform Combined State Law Examination
  2024-01-08
• S63 Uniform Securities Agent State Law Examination
  2021-12-21

Other Names

• Cayden Smith
• Cayden C Smith
• Cayden Craig Smith