Isaak Eric Osbourne
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
16 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Isaak Eric Osbourne? Claim your profile
Contact this firm
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
16 years in the industry.
- Bank of America, N.A.Jul 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2026 to now
- Self-employedDec 2022 to now
- The Vanguard Group, Inc.Jan 2026 to Jun 2026
- Vanguard Marketing CorporationJan 2026 to Jun 2026
- Picture Perfect Holiday Lighting CompanyOct 2025 to Jan 2026
- Picture Perfect Holiday Lighting CompanyOct 2024 to Jan 2025
- Picture Perfect Holiday Lighting CompanyOct 2023 to Jan 2024
- Baum School of Real EstateJun 2023 to Aug 2023
- Golfland SunsplashJul 2021 to Sep 2021
- James Madison Preparatory SchoolAug 2017 to Jun 2023
- Pomeroy Elementary SchoolAug 2010 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- 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
- 8199632
- Firm CRD
- 7691