Rachel Rie Fash
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2020 to now
- Windermere Real Estate/east, Inc.Jun 2019 to Feb 2020
- UnemployedMay 2019 to May 2019
- Army and Air Force Exchange ServiceDec 2018 to Apr 2019
- UnemployedJul 2018 to Nov 2018
- AmazonNov 2017 to Jun 2018
- UnemployedMay 2017 to Oct 2017
- Windermere Real Estate/east, Inc.Jul 2016 to Mar 2017
- University of WashingtonSep 2015 to Dec 2016
- Ultra SpaMay 2006 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 7240152
- Firm CRD
- 7691