Gunnar Rogers
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Bank of America, N.A.Jun 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2024 to now
- Texish Creative, LLCFeb 2020 to now
- Creators CollectiveOct 2022 to Mar 2024
- Scribe MediaJan 2021 to Oct 2022
- Church FuelJun 2020 to Jan 2021
- Alignment LeadershipNov 2019 to Jun 2020
- Msb School ServicesFeb 2019 to Dec 2019
- Oracle CorpJul 2018 to Feb 2019
- Texas A&m UniversitySep 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 6825409
- Firm CRD
- 7691