Morgan Stanley
30yrs
Top advisor by experience in Farmington
2yrs
Trice Smith
Financial advisor at Merrill
Trice Smith is a fiduciary financial advisor in Farmington, New Mexico, with 2 years in the industry. Trice joined Merrill in 2025, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 29 advisors with offices in Farmington, and one of 28 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office2200 E Main St, Farmington, NM 87401
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.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowMerrillCurrent firm
Contact Trice
(800) 637-7455Firm headquarters in New York, NY. Ask for Trice. 2200 E Main StFarmington, NM 87401Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Trice
Tailored to Trice’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Trice
How do I contact Trice?
Call Merrill at (800) 637-7455 and ask for Trice Smith. Trice works from the Farmington, NM office.
How long has Trice been a financial advisor?
Trice has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Trice hold?
Series 66. Tap any license on this page to see what it allows.
Is Trice a fiduciary?
Trice is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Trice paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Trice 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.
Other advisors nearby
PFG Advisors
29yrs
Top 7% by experience in Farmington
Morgan Stanley
28yrs
Top 10% by experience in Farmington
Osaic Wealth
27yrs
Top 14% by experience in Farmington
State Farm Investment Management
26yrs
Top 14% by experience at State Farm Investment Management
Edward Jones
25yrs
Top 12% by experience at Edward Jones