Capitol Securities Management
47yrs
Top advisor by experience in Tampa
4yrs
Pierce Smith
Financial advisor at Merrill
Based in Tampa, Florida, Pierce Smith is a fiduciary financial advisor with 4 years of industry experience. Pierce has been with Merrill since 2024; before that, Pierce spent a year at Wells Fargo Advisors. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 3079 advisors with offices in Tampa, and one of 2910 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office101 E Kennedy Blvd, Tampa, FL 33602
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Dec 2024 – nowMerrillCurrent firm
- Jun 2023 – Nov 2024Wells Fargo Clearing Services, LLCPreviously
Contact Pierce
Local office(813) 273-8500Ask for Pierce. (800) 637-7455Main office · New York, NY 101 E Kennedy BlvdTampa, FL 33602Office · Get directions
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Questions to ask Pierce
Tailored to Pierce’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Pierce
How do I contact Pierce?
Call Pierce’s local office at (813) 273-8500 or the Merrill main office at (800) 637-7455, and ask for Pierce Smith.
How long has Pierce been a financial advisor?
Pierce has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Pierce hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Pierce a fiduciary?
Pierce is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Pierce paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Pierce for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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