Haleigh Madison Guilbert
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 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
13 years in the industry.
- Bank of America, N.A.Sep 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2023 to now
- Luigis Italian Chophouse and BarJun 2022 to Aug 2023
- Temporarily Not WorkingMay 2022 to Jan 2023
- Daniels CateringJan 2022 to Jun 2022
- Cooper's Hawk WineryMay 2021 to Nov 2021
- Whiskey Joe's Manatee RiverMay 2020 to May 2021
- Florida State UniversityAug 2019 to May 2021
- Hurricane Bar and WingsSep 2018 to Mar 2020
- Geckos Grill and PubMay 2018 to Jan 2020
- Tallahassee Community CollegeAug 2017 to Aug 2019
- PdqJan 2015 to Jan 2017
- Lakewood Ranch High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7794038
- Firm CRD
- 7691