Linda Bumbalo
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
2 yearsExperience
3 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Linda Bumbalo? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
2 years in the industry.
- Bank of America, N.A.Sep 2018 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2018 to now
- Newbridge Securities CorporationMay 2018 to Aug 2018
- Paxton FinancialApr 2018 to Aug 2018
- UnemployedNov 2017 to May 2018
- Creative Plan DesignsMar 2016 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2004
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 3 states (CT, NJ, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2690552
- Firm CRD
- 7691