Conrad Martin Gregor
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 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
13 years in the industry.
- Bank of America, N.A.Sep 2020 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2020 to now
- Anchor Down Sports PerformanceNov 2016 to now
- Tampa Bay RaysJan 2020 to May 2020
- New Jersey JackalsMay 2019 to Sep 2019
- Lancaster BarnstormersSep 2018 to Sep 2018
- Rockland BouldersMay 2018 to Sep 2018
- Boston Red SoxAug 2017 to May 2018
- New Jersey JackalsMay 2017 to Jul 2017
- Houston AstrosJun 2013 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 7289105
- Firm CRD
- 7691