Trevor Sebolt
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Bank of America, N.A.Nov 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2024 to now
- UnemployedMay 2024 to Oct 2024
- SplunkOct 2022 to May 2024
- UnemployedJun 2022 to Oct 2022
- CircleciSep 2021 to Mar 2022
- UnemployedAug 2021 to Sep 2021
- SignpostJun 2021 to Aug 2021
- UnemployedJun 2021 to Jun 2021
- Empower RetirementJan 2021 to Jun 2021
- UnemployedDec 2020 to Jan 2021
- Recreational Equipment, Inc.Aug 2020 to Dec 2020
- UnemployedMay 2020 to Aug 2020
- Enterprise Holdings Rent-a-carJun 2019 to Sep 2019
- Barnyard Wood Crafted PizzaSep 2018 to Nov 2018
- University of VermontAug 2016 to May 2020
- Collinsville Canoe & KayakJul 2014 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7322734
- Firm CRD
- 7691