Edward C Merrill

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

• 06/2006 → 06/2022
  Prudential Insurance Company Of America
  Shelton, CT
• 10/2019 → 06/2022
  Prudential Annuities Distributors
  Shelton, CT
• 06/2022 → 04/2024
  Merit Life Insurance Company
  Shelton, CT
• 07/2022 → 04/2024
  Inte Securities Llc
  New York, NY
• 02/2025 → 04/2025
  Symetra Life Insurance Company
  Bellevue, WA
• 02/2025 → 04/2025
  Symetra Securities, Inc.
  Bellevue, WA
• 04/2024 → 02/2025
  Unemployed
  New Canaan, CT
• 04/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 09/2024 → 03/2025
  New Canaan Winter Club Inc
  New Canaan, CT
• 05/2025 → Present
  Bank Of America, N.A.
  New York, NY

Other Businesses

I*2790291 Entity Type: N/A Name of OBA: New Canaan Winter Club Address:New Canaan Connecticut Investment Related:No Position, Title, Association:Consultant/Independent Contractor Start Date:09/08/2025 No Hours: 4 Weekly No Hours during trading:0 Duties:I coach Mite Ice Hockey and am on the membership committe

Exams

• S66 Uniform Combined State Law Examination
  2025-06-04
• S63 Uniform Securities Agent State Law Examination
  2022-11-17

Other Names

• Edward C Merrill
• Edward Clifton Merrill
• Cliff Merrill
• Edward C Merrill