Victor Rahner

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 04/2020 → 04/2020
  Unemployed
  St Augustine, FL
• 06/2019 → 03/2020
  Parking Management Company
  St Augustine, FL
• 05/2019 → 09/2019
  Merrill Lynch
  Ponte Vedra Beach, FL
• 11/2018 → 05/2019
  Hospitality Ventures Management
  St Augustine, FL
• 06/2018 → 11/2018
  Ponte Vedra Inn & Cub
  Ponte Vedra Beach, FL
• 02/2018 → 04/2018
  Cato Institute
  Washington, DC
• 09/2017 → 02/2018
  Governors Club
  Tallahassee, FL
• 08/2013 → 12/2017
  Florida State University
  Tallahassee, FL
• 05/2017 → 08/2017
  Ocean Reef Club
  Key Largo, FL
• 03/2016 → 05/2018
  Fsu Campus Recreation
  Tallahassee, FL

Exams

• S66 Uniform Combined State Law Examination
  2025-08-29
• S63 Uniform Securities Agent State Law Examination
  2021-04-19