Paul Edward Oberst
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2023 to now
- Bank of AmericaAug 2022 to Aug 2023
- UnemployedDec 2021 to Aug 2022
- Moe's BarbequeAug 2021 to Dec 2021
- Collegiate Bed LoftsJul 2021 to Aug 2021
- Alliance Cost ContainmentMay 2020 to Aug 2020
- Edward Neutz Sons & Daughters MovingMay 2019 to Aug 2019
- Professional Pool ManagementMay 2018 to Aug 2018
- Auburn UniversityAug 2017 to Dec 2021
- Bennett's GasMay 2017 to Aug 2017
- Saint Xavier High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 7608520
- Firm CRD
- 7691