Daniel Rubbert, financial advisor Bellingham WA

Daniel Rubbert

CRD Number: 6341135
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Daniel Rubbert (CRD# 6341135) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bellingham, WA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Bellingham, WA Oct 2014 - Current 9
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellingham, WA May 2014 - Current 9
Montana State University-billings Billings, MT Sep 2010 - May 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Daniel H. Rubbert
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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