Rachel Miller
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
15 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
15 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2025 to now
- UnemployedFeb 2025 to May 2025
- Tcw GlobalNov 2024 to Feb 2025
- Zenimax MediaMar 2020 to Sep 2024
- Tcw GlobalDec 2019 to Feb 2020
- Joann FabricsJul 2017 to Nov 2019
- UnemployedMay 2017 to Jul 2017
- PetcoMay 2011 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 8101782
- Firm CRD
- 7691