Rhetta Condon Moore
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.Feb 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2026 to now
- Cvs HealthJun 2022 to Dec 2025
- UnemployedMay 2022 to May 2022
- Charleston County Probate CourtJun 2020 to Aug 2020
- Bank of America Merrill LynchJun 2019 to Aug 2019
- University of North Florida Coggin College of BusinessJan 2019 to Apr 2022
- University of North Florida Recreation and Wellness DepartmentJan 2019 to Apr 2022
- Unf IntramuralsJan 2019 to Jun 2019
- Ooh! EventsApr 2018 to Jun 2018
- University of North FloridaJun 2017 to Apr 2022
- Bishop England High SchoolJan 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (SC, 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
- 8213583
- Firm CRD
- 7691