Terran Alexander Melad
Investment Adviser Representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Terran Alexander Melad is an investment adviser representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Olympia, WA, where they have been registered since 2026, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas and Washington.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas, Washington
- Broker:
6 states and territories
Alaska, Florida, Idaho, Oregon, Texas, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2026 – no end date reportedTacoma, WA
- Bank of AmericaNov 2024 – Mar 2026Tacoma, WA
- Macmillan-PiperOct 2024 – Oct 2024Tacoma, WA
- WalgreensJun 2024 – Sep 2024Nashville, TN
- IDR IncApr 2024 – Jun 2024Nashville, TN
- CostcoSep 2023 – Apr 2024Nashville, TN
- United Health AdvisorsApr 2023 – Sep 2023Nashville, TN
- UnemployedJan 2023 – Mar 2023New York, NY
- Cyolo IncOct 2022 – Jan 2023New York, NY
- memoryBlueJul 2022 – Sep 2022Seattle, WA
- memoryBlueApr 2022 – Jun 2022Seattle, WA
- Central Washington UniversitySep 2018 – Jun 2022Ellensburg, WA
- memoryBlueJun 2021 – Sep 2021Seattle, WA
- Express Employment Professionals - Tacoma Pierce County HealthNov 2020 – Apr 2021Tacoma, WA
- Central Washington UniversitySep 2019 – Nov 2020Ellensburg, WA
- WalmartJun 2019 – Aug 2019Lacey, WA
- Lacey Parks and RecreationJun 2019 – Aug 2019Lacey, WA
- Timberline High SchoolSep 2014 – Jun 2018Lacey, WA
- UnemployedJun 2018 – Aug 2018Lacey, WA
- FootlockerJan 2018 – Mar 2018Olympia, WA
- Taco TimeSep 2016 – Dec 2016Lacey, WA
- Bank of America, N.A.Apr 2026 – no end date reportedTacoma, WA
Official records & sources
Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Merrill Lynch, Pierce, Fenner & Smith Incorporated
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Small Business 401(k) plans including Group 401(k) and Individual 401(k), SEP IRA, SIMPLE IRA, investment fiduciary services, recordkeeping, trading, custodial and financial wellness services, and call center educational support for employees.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 25,472
- Offices listed on AdvisorFinder:
- 26
- Main office:
- New York, NY
- SEC file number:
- 801-14235
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 24, 2026
View full firm profileOther advisors at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Showing 12 of 25,472 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Terran Alexander Melad has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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