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Michael Andres Rubiano

Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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

11 years in the industry.

  1. Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to now
  2. UnemployedMay 2022 to Aug 2022
  3. Gorillas TechnologiesJan 2022 to May 2022
  4. Informa ConnectOct 2021 to Jan 2022
  5. National Basketball AssociationFeb 2021 to Oct 2021
  6. UnemployedSep 2020 to Feb 2021
  7. National Basketball AssociationJan 2020 to Sep 2020
  8. Jetblue AirwaysOct 2019 to Jan 2020
  9. FanduelAug 2019 to Oct 2019
  10. Jim Moran School of Entrepreneurship, Florida State UniversityAug 2018 to May 2019
  11. Apple IncJun 2016 to Jul 2017
  12. Florida State UniversityMay 2015 to May 2019

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (NY, 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
7608659
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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