Russell Conboy, financial advisor Oakland CA
90 score

Russell Conboy

CRD Number: 6089062
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Russell Conboy (CRD# 6089062) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oakland, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Berkeley, CA Jan 2013 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Berkeley, CA Jun 2012 - Current 4
Ruth's Chris Steakhouse Walnut Creek, CA Nov 2010 - Jun 2012 1
Modern Painting Vancouver, Jun 2010 - Nov 2010 < 1
Ruth's Chris Steakhouse New Orlean, LA Feb 2010 - Jun 2010 < 1
Unemployed Stockton, CA Dec 2009 - Feb 2010 < 1
Champion Painters Vancouver, Mar 2009 - Dec 2009 < 1
G-form Enterprises Vancouver, Feb 2009 - Mar 2009 < 1
Columbia Restoration Burnaby, Jan 2009 - Feb 2009 < 1
Unemployed Stockton, CA Dec 2006 - Feb 2009 2
Heatherbrae Builders Vancouver, Sep 2008 - Jan 2009 < 1
Injury Related Unemployment Burnaby, Jun 2008 - Sep 2008 < 1
Can-west Forming Burnaby, Feb 2008 - Jun 2008 < 1
Spaghetti Factory Vancouver, Jan 2008 - Feb 2008 < 1
Srp Enterprises North Vancouver, Oct 2007 - Dec 2007 < 1
Koa Construction Coquitlum, Oct 2007 - Oct 2007 < 1
Astro Ltd Distributers North Vancouver, Oct 2007 - Oct 2007 < 1
Caldwell Tree Cutting North Vancouver, Sep 2007 - Oct 2007 < 1
Mclean Painting North Vancouver, Jul 2007 - Sep 2007 < 1
Lamplighter Pub Vancouver, Apr 2007 - Jul 2007 < 1
Prussian Music Inc. Vancouver, Feb 2007 - Apr 2007 < 1
San Joaquin Delta College Stockton, CA Jun 2004 - Dec 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Russell Conboy
Phone Number: 800-637-7455
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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