Steven Harold Robertson
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
15 yearsExperience
1 stateRegistered 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
15 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2023 to now
- Finish Line / Jd SportsJan 2023 to Aug 2023
- Dick's Sporting GoodsAug 2022 to Dec 2022
- UnemployedJul 2022 to Aug 2022
- Southwestern Assemblies of God UniversityAug 2020 to Dec 2021
- Regalos En CasaApr 2020 to Jul 2022
- Southwestern Assemblies of God UniversityJan 2020 to Jul 2020
- UnemployedDec 2019 to Apr 2020
- Southwestern Assemblies of God UniversityAug 2017 to Apr 2019
- Christian Life International ChurchDec 2011 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7946428
- Firm CRD
- 7691