Adviser and broker representative · Merrill Lynch, Pierce, Fenner & Smith Incorporated

Arthur V. Shoels Jr.

CRD 8279676 · Plano, TX

At a glance

Arthur V. Shoels Jr. is an investment adviser representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Plano, TX, according to the SEC’s Investment Adviser Public Disclosure records. Arthur is also registered as a broker representative.

Current advisory firm

Merrill Lynch, Pierce, Fenner & Smith IncorporatedSince July 2026Plano, TX · $1.78T in regulatory assets

SEC adviser record

Registered since: 2026
Designations: None on file
Exams: Series 66
Registered in: 1 state
Also a broker representative: Yes
Disclosures on record: None

AtlasMembers

Arthur’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: Locked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

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