Grant J Rubbert
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
16 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
16 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2021 to now
- Lynden Christian SchoolNov 2021 to now
- UnemployedJun 2021 to Nov 2021
- Multop FinancialMar 2020 to Aug 2020
- CbsSep 2019 to Mar 2020
- Delta Sigma Phi FraternityAug 2018 to May 2020
- Boise State UniversityAug 2017 to May 2021
- UnemployedJan 2010 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7257348
- Firm CRD
- 7691