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Victor Rahner

Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 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

13 years in the industry.

  1. Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2020 to now
  2. UnemployedApr 2020 to Apr 2020
  3. Parking Management CompanyJun 2019 to Mar 2020
  4. Merrill LynchMay 2019 to Sep 2019
  5. Hospitality Ventures ManagementNov 2018 to May 2019
  6. Ponte Vedra Inn & CubJun 2018 to Nov 2018
  7. Cato InstituteFeb 2018 to Apr 2018
  8. Governors ClubSep 2017 to Feb 2018
  9. Ocean Reef ClubMay 2017 to Aug 2017
  10. Fsu Campus RecreationMar 2016 to May 2018
  11. Florida State UniversityAug 2013 to Dec 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2021
  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (FL).

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
7124695
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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