Craig C Irby
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Bank of America, N.A.Nov 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2023 to now
- Equity Services, Inc.Nov 2022 to Sep 2023
- National LifeJul 2022 to Sep 2023
- State FarmOct 2020 to Jul 2022
- Farmingdale State CollegeAug 2018 to May 2021
- Teachers Fed Credit UnionApr 2018 to Oct 2020
- Suffolk County Community CollegeAug 2016 to May 2018
- Salt & BarrelApr 2016 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7657592
- Firm CRD
- 7691