Virgil James Salsman
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
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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
12 years in the industry.
- Bank of America, N.A.Jun 2021 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2021 to now
- Bancwest Investment ServicesMar 2018 to May 2021
- Bank of the WestMar 2018 to May 2021
- Reliant Retirement ServicesOct 2017 to Feb 2018
- N/aMay 2017 to Sep 2017
- Adp Broker-dealer, Inc.Aug 2014 to Apr 2017
- Adp Inc.Aug 2014 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6149957
- Firm CRD
- 7691