Reese Evans, financial advisor Austin TX

Reese Evans

CRD Number: 6752497
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Reese Evans (CRD# 6752497) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Austin, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin, TX Oct 2019 - Current 2
Amherst Holdings Austin, TX Sep 2019 - Oct 2019 < 1
Neuberger Berman New York, NY Jan 2017 - Aug 2019 2
Unemployed New York, NY May 2016 - Jan 2017 < 1
Schwartz, Goldstone, And Campisi New York, NY Jan 2016 - May 2016 < 1
The King's College New York, NY Aug 2012 - May 2016 3
Grace And Mercy Foundation / Archegos Capital New York, NY Jun 2015 - Aug 2015 < 1
Tbarm Camps New Braunfels, TX May 2014 - Aug 2014 < 1
The King's College New York, NY Jan 2014 - May 2014 < 1
Tbarm Camps New Braunfels, TX May 2013 - Aug 2013 < 1
Cordillera Golf Club Boerne, TX Feb 2013 - Jun 2013 < 1
Pkm Industries New Braunfels, TX May 2012 - Aug 2012 < 1
Grace Preparatory Academy New Braunfels, TX Aug 2009 - May 2012 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2019
Contact Info for Reese T. Evans
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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