Ruibin jacky Chen
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.Jan 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2025 to now
- UnemployedJun 2025 to Sep 2025
- HirebeatFeb 2025 to Apr 2025
- Northwestern MutualJun 2024 to Aug 2024
- New York University Courant Institute of Mathematical SciencesJan 2024 to May 2024
- New York University Courant Institute of Mathematical SciencesSep 2023 to Dec 2023
- New York UniversityAug 2023 to May 2025
- Equitable AdvisorsMay 2023 to Aug 2023
- New York UniversityJan 2021 to May 2023
- University of RochesterSep 2019 to Dec 2020
- Thayer AcademyAug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7945740
- Firm CRD
- 7691