Cody Webster

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

Authority	Category	Status	Date
TX	RA	APPROVED	2026-02-13
FL	RA	APPROVED	2025-12-01

TX RA
APPROVED

Since 2026-02-13
FL RA
APPROVED

Since 2025-12-01

Branch Locations

9128 Strada Pl Fl Pwm , Naples, FL 34108 • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Naples	FL	06/2014	Present
Bank Of America, N.A.	Naples	FL	08/2024	Present

06/2014 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Naples, FL
08/2024 → Present

Bank Of America, N.A.

Naples, FL

Other Businesses

I*782240 Entity For Profit Name of OBA: c w sole prop Address: cape coral, Florida, 33990 Investment Related: No Position, Title, Association: Owner Employee Start Date: 04/01/2021 No Hours: 8 No Hours during trading: 0 Duties: Small sole prop, primarily online (ebay) sales of apparel and collectible items (baseball cards, shoes, patches, etc.)

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-11-26

S66 Uniform Combined State Law Examination

2025-11-26

View on SEC IAPD