Garrett C Roberson
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2025 to now
- Fogo De ChaoFeb 2025 to Oct 2025
- University of North FloridaAug 2023 to Aug 2025
- Cantina LouiseFeb 2023 to Feb 2025
- Bahama BreezeMay 2022 to Feb 2023
- Aviation Golf Club LLCMay 2022 to Jul 2022
- Hampton GolfMay 2022 to Jul 2022
- Tommy BahamaApr 2021 to Feb 2022
- Oceana DinerOct 2020 to Jan 2021
- Palms Fish CampMar 2020 to Jan 2021
- Island Restaurant GroupJan 2020 to Mar 2020
- The BrickNov 2019 to Mar 2020
- Metro DinerJul 2019 to Nov 2019
- A1a Valet and Parking ManagementAug 2018 to Oct 2018
- SubwayMay 2017 to Aug 2017
- Southeastern GroceriesApr 2017 to Jul 2017
- UnemployedJul 2016 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 8181790
- Firm CRD
- 7691