Shawn Billiot, financial advisor Jacksonville FL

Shawn Billiot

CRD Number: 3003411
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Shawn Billiot (CRD# 3003411) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Jacksonville, FL May 2020 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville, FL Nov 2018 - Current 5
Pizza Hut Jacksonville, FL Jul 2008 - Current 15
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville, FL Aug 2009 - Nov 2018 9
Bank Of America Na Jacksonville, FL Aug 2009 - Nov 2018 9
Prounlimited Jacksonville, FL Sep 2018 - Oct 2018 < 1
Edward Jones St. Louis, MO Oct 2017 - May 2018 < 1
Education Orange Park, FL Jul 2017 - Sep 2017 < 1
Allstate / Randall Bogani Agency Jacksonville, FL May 2017 - Jun 2017 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2010
Contact Info for Shawn J. Billiot
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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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