Victor L Beling
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.Feb 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2025 to now
- TrustageApr 2023 to Nov 2024
- LPL Financial LLCMar 2023 to Nov 2024
- Harborstone Credit UnionJan 2022 to Nov 2024
- Costellas RestaurantJul 2021 to Aug 2021
- Big 5 Sporting GoodsJun 2019 to Jan 2020
- Damco Distribution Logistics Via Staffmark Employment AgencyMay 2018 to Aug 2018
- Washington State UniversityAug 2017 to Dec 2021
- Rogers High SchoolAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 7712528
- Firm CRD
- 7691