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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:

Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-12
WA RA APPROVED 2026-01-23
  • TX RA
    APPROVED
    Since 2026-02-12
  • WA RA
    APPROVED
    Since 2026-01-23

Branch Locations

8405 35Th Ave Ne, Seattle, WA 98115 • United States

3425 W Mcgraw St., Seattle, WA 98199 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Equitable Advisors, Llc New York NY 10/2024 12/2025
New Balance Bellevue WA 05/2024 08/2024
Washington State Pullman WA 08/2021 05/2024
520 Bar And Grill Bellevue WA 05/2023 08/2023
Earls Kitchen And Bar Bellevue WA 05/2022 07/2022
Pacsun Bellevue WA 05/2021 08/2021
Daniel's Broiler Bellevue WA 05/2021 08/2021
Vitamin Shoppe Issaquah WA 01/2021 04/2021
Discount Tire Redmond WA 09/2020 01/2021
Newport High School Bellevue WA 09/2019 09/2020
Old Navy Bellevue WA 05/2019 10/2019
Newport High School Bellevue WA 01/2014 04/2019
Unemployed Bellevue WA 08/2024 10/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 12/2025 Present
Schwartz Brothers Restaurants Bellevue WA 12/2022 12/2022
Ups Redmond WA 12/2023 12/2023
Hotel Equities Group Llc Issaquah WA 09/2024 05/2025
Bank Of America, N.A. Seattle WA 01/2026 Present
  • 10/2024 → 12/2025
    New York, NY
  • 05/2024 → 08/2024
    New Balance
    Bellevue, WA
  • 08/2021 → 05/2024
    Washington State
    Pullman, WA
  • 05/2023 → 08/2023
    520 Bar And Grill
    Bellevue, WA
  • 05/2022 → 07/2022
    Earls Kitchen And Bar
    Bellevue, WA
  • 05/2021 → 08/2021
    Pacsun
    Bellevue, WA
  • 05/2021 → 08/2021
    Daniel's Broiler
    Bellevue, WA
  • 01/2021 → 04/2021
    Vitamin Shoppe
    Issaquah, WA
  • 09/2020 → 01/2021
    Discount Tire
    Redmond, WA
  • 09/2019 → 09/2020
    Newport High School
    Bellevue, WA
  • 05/2019 → 10/2019
    Old Navy
    Bellevue, WA
  • 01/2014 → 04/2019
    Newport High School
    Bellevue, WA
  • 08/2024 → 10/2024
    Unemployed
    Bellevue, WA
  • 12/2025 → Present
    Seattle, WA
  • 12/2022 → 12/2022
    Schwartz Brothers Restaurants
    Bellevue, WA
  • 12/2023 → 12/2023
    Ups
    Redmond, WA
  • 09/2024 → 05/2025
    Hotel Equities Group Llc
    Issaquah, WA
  • 01/2026 → Present
    Bank Of America, N.A.
    Seattle, WA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-03
  • S66 Uniform Combined State Law Examination
    2025-02-03
Other Names
  • Nelson Kameni
  • Nelson Adrien Ngako Kameni

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