Connor B Ross
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Bank of America, N.A.Dec 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2025 to now
- Best BuyJul 2025 to Nov 2025
- Guerilla Warfare ProductionsMay 2025 to Nov 2025
- Arizona State UniversityAug 2024 to May 2025
- Vrgineers, incMay 2024 to Jul 2024
- Arizona State UniversityAug 2023 to May 2024
- American University of RomeJun 2023 to Aug 2023
- Arizona State UniversityAug 2022 to May 2023
- Life Time Inc,May 2022 to Aug 2022
- Arizona State UniversityAug 2021 to May 2022
- Jimmy JohnsMay 2020 to Aug 2021
- Salad CollectiveNov 2019 to Feb 2020
- UnemployedJul 2019 to May 2020
- Raising Cane'sJul 2019 to Aug 2019
- Discount TireNov 2018 to Jul 2019
- Chaparral HighschoolAug 2017 to Nov 2018
- UnemployedNov 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8194137
- Firm CRD
- 7691