Rachel Radke
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Rachel Radke? Claim your profile
Contact this firm
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2021 to now
- Ameriprise Financial Services, LLC.Jun 2020 to Apr 2021
- Navaree Liquors IncMay 2020 to Aug 2020
- Viterbo UniversityAug 2019 to May 2020
- Navaree Liquors IncMay 2019 to Jul 2019
- Sfi Inc.Jan 2019 to Apr 2019
- Viterbo UniversityAug 2018 to May 2019
- Navaree Liquors IncMay 2018 to Jul 2018
- Advisors Management GroupFeb 2018 to Apr 2018
- Viterbo UniversityAug 2017 to May 2018
- Elite Automotive GroupMay 2017 to Jul 2020
- Viterbo UniversityAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 7265537
- Firm CRD
- 7691