Ross T Hunter
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Bank of America, N.A.Jan 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2024 to now
- Nav Sav InsuranceJun 2024 to Nov 2024
- Unemployed- Care of Elderly MotherFeb 2024 to Jun 2024
- Selectquote InsuranceNov 2023 to Feb 2024
- Century 21Sep 2022 to Nov 2023
- LPL Financial, LLCNov 2021 to Jan 2023
- Lincoln HeritageAug 2021 to Oct 2021
- Arvest Wealth ManagementFeb 2019 to Aug 2021
- Edward JonesOct 2016 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (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
- 6714315
- Firm CRD
- 7691