Grayson S Russo
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Grayson S Russo? 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
12 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2024 to now
- St John Chimney SweepsApr 2024 to Nov 2024
- Dunlop SportsMar 2024 to Sep 2024
- UnemployedSep 2023 to Apr 2024
- Essential Properties Realty TrustJun 2023 to Sep 2023
- Northwestern MutualMay 2022 to Oct 2022
- The Corner RoomJan 2022 to May 2023
- Mercer Oak Realty LLCJun 2021 to Jun 2023
- Penn State UniversityAug 2019 to May 2023
- UnemployedFeb 2019 to Aug 2019
- Nomad Pizza CompanyJul 2017 to Feb 2019
- UnemployedDec 2014 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7521556
- Firm CRD
- 7691