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Nathan R Krill

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.

  1. Bank of America, N.A.Jun 2024 to now
  2. Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2024 to now
  3. University of IdahoJun 2023 to Apr 2024
  4. Pellet EstateMay 2022 to Jun 2023
  5. OmonioaAug 2021 to May 2022
  6. Starwings Basketball ClubAug 2020 to Aug 2021
  7. Heroes of Den BoschAug 2019 to Aug 2020
  8. University of San FranciscoAug 2018 to Dec 2019
  9. Wesleyan UniversityAug 2014 to May 2018
  10. Student At Wesleyan University and University of San FranciscoMay 2014 to Dec 2019
  11. Meadowood Resort LLCMay 2014 to Aug 2017

Exams passed

  • Series 66 · Uniform Combined State Law2024

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
6529968
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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