Russell Philip Shapiro
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Bank of America, N.A.Dec 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2024 to now
- K2 IntegrityApr 2023 to Oct 2024
- UnemployedOct 2022 to Apr 2023
- StartstockJan 2022 to Oct 2022
- NksfbJun 2021 to Jul 2021
- Admit Hub LLCAug 2020 to Sep 2020
- Coveleigh ClubJun 2019 to Dec 2019
- Boston UniversitySep 2018 to May 2022
- Lifetime FitnessJun 2018 to Nov 2018
- Steiner SportsAug 2017 to Aug 2017
- EvzdrpJun 2017 to Aug 2017
- Rye Country Day SchoolSep 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 8003271
- Firm CRD
- 7691