Riley Cray
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 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
13 years in the industry.
- Bank of America, N.A.Jun 2019 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2019 to now
- Integrity Mortgage GroupOct 2018 to Apr 2019
- Ymca of Snohomish CountyApr 2018 to May 2019
- North Sound ValuationApr 2018 to Oct 2018
- Kestrel VintnersFeb 2018 to Jun 2018
- Bank of America, N.A.Jan 2017 to Jan 2018
- Central Washington UniversityJan 2015 to Dec 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2013 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 6235890
- Firm CRD
- 7691