Irving Lloyd Robinson
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
20 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
20 years in the industry.
- Bank of America, N.A.May 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2025 to now
- Bank of AmericaDec 2021 to Apr 2025
- Family First LifeMar 2021 to Dec 2021
- Mccormick & CompanyJun 2020 to Mar 2021
- Power Home RemodelingMar 2020 to Jun 2020
- G4s Secure Solutions USA IncSep 2019 to Jul 2020
- Bel Air Athletic ClubSep 2019 to Mar 2020
- Merrill Lynch, Pierce, Fenner, & Smith IncorporatedFeb 2019 to Sep 2019
- New York Life Insurance CompanyNov 2018 to Feb 2019
- United Parcel Service IncOct 2018 to Oct 2018
- Ymca of Central Maryland IncAug 2018 to Sep 2018
- Life Time FitnessNov 2006 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 7040845
- Firm CRD
- 7691