Nicholas Ryan Robinson
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.Jun 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2024 to now
- Charles Schwab Co., Inc.Mar 2023 to Mar 2024
- UnemployedSep 2022 to Mar 2023
- Beacon Hill Staffing GroupJul 2021 to Aug 2022
- UnemployedApr 2021 to Jun 2021
- Dicks Sporting GoodsNov 2020 to Mar 2021
- Goodpointe TechnologiesMay 2020 to Sep 2020
- UnemployedJan 2020 to May 2020
- Planet HollywoodSep 2019 to Mar 2020
- Buca Di BeppoSep 2019 to Jan 2020
- Goodpointe TechnologiesMay 2019 to Sep 2019
- UnemployedFeb 2018 to Apr 2019
- Active KidsJun 2017 to Jan 2018
- Aka SportsJun 2017 to Aug 2017
- UnemployedMay 2014 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7704786
- Firm CRD
- 7691