Collin Huun
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.
- Bank of America, N.A.Aug 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2024 to now
- Freedom Forever SolarJun 2022 to now
- Infinity SolarApr 2024 to Jun 2024
- The Prudential Insurance Company of AmericaFeb 2024 to Jul 2024
- Pruco Securities LLCSep 2023 to Jul 2024
- Cetera Advisor Networks LLCAug 2023 to Sep 2023
- Commonwealth Financial GroupJul 2023 to Sep 2023
- Minnesota Life Insurance CompanyJul 2023 to Aug 2023
- Securian Financial ServicesJul 2023 to Aug 2023
- Purelight Power SolarJan 2022 to Jun 2022
- Caliber SolarMay 2021 to Dec 2022
- Lgnd EnergyApr 2020 to May 2021
- Colorado Christian UniversityJul 2018 to Dec 2020
- Seattle UniversitySep 2017 to Jun 2018
- Chemeketa Community CollegeSep 2015 to Jun 2017
- Cascade Sports CampJun 2014 to Aug 2019
- UnemployedJan 2013 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 7785490
- Firm CRD
- 7691