Luke Rican
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Bank of America, N.A.Dec 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2024 to now
- Seattle Golf ClubJun 2024 to Sep 2024
- Piatti RestaurantJun 2023 to Jun 2024
- Reign Sports ManagementJun 2023 to Aug 2023
- Montlake FuturesApr 2023 to Feb 2024
- Green Knight LandscapingJun 2022 to Oct 2022
- Blue Ribbon Cooking and CateringJun 2021 to Jul 2022
- City Baseball AcademyJan 2021 to Aug 2023
- University of WashingtonSep 2020 to Jun 2024
- University of Washington Athletic DepartmentSep 2020 to Jun 2024
- Bishop Blanchet High SchoolSep 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 8003356
- Firm CRD
- 7691