Xinru Liu
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
9 yearsExperience
1 stateRegistered 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
9 years in the industry.
- Bank of America, N.A.Nov 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2025 to now
- Morgan StanleyFeb 2025 to Oct 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2022 to Jan 2025
- The Prudential Insurance Company of AmericaApr 2021 to Apr 2022
- Pruco Securities LLCMar 2021 to Apr 2022
- Equitable Advisors LLCNov 2020 to Mar 2021
- UnemploymentDec 2019 to Oct 2020
- LPL FinancialAug 2018 to Nov 2018
- Pepperdine UniversityAug 2017 to Dec 2019
- UnemploymentJul 2017 to Aug 2017
- UclaJun 2016 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7308509
- Firm CRD
- 7691