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Rishab Singh

Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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

10 years in the industry.

  1. Bank of America N.AFeb 2023 to now
  2. Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2023 to now
  3. Morgan StanleyMay 2022 to Feb 2023
  4. UnemployedJul 2021 to May 2022
  5. Northwestern MutualMay 2021 to Jul 2021
  6. Southern ValetMay 2021 to Jul 2021
  7. UnemployedJul 2020 to May 2021
  8. CutcoApr 2020 to May 2020
  9. UnemployedJul 2019 to May 2020
  10. Steward Partners LLCMay 2019 to Jul 2021
  11. University of South CarolinaAug 2018 to May 2022
  12. UnemployedJul 2018 to May 2019
  13. BojanglesMar 2018 to Aug 2018
  14. UnemployedOct 2016 to Feb 2018

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 2 states (GA, 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
7126426
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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