Charles Robert Lihota
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Charles Robert Lihota? Claim your profile
Contact this firm
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2025 to now
- On Point TutoringMar 2024 to May 2025
- B. RileyMay 2023 to Jul 2024
- University of MiamiAug 2021 to May 2025
- Waverly HeightsNov 2020 to Feb 2021
- DoordashApr 2020 to May 2021
- Oyster Harbors ClubJun 2019 to Aug 2023
- SiennaJun 2018 to Aug 2018
- Radnor HighschoolSep 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (RI, 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
- 7738504
- Firm CRD
- 7691