Nicholas J Rubino

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

• 09/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Saint Petersburg, FL
• 06/2025 → 09/2025
  Unemployed
  Tampa, FL
• 10/2024 → 05/2025
  Florida Financial Advisors
  Tampa, FL
• 05/2024 → 12/2024
  Tampa Palms Country Club
  Tampa, FL
• 08/2021 → 12/2024
  University Of South Florida
  Tampa, FL
• 05/2021 → 08/2023
  Dockside Seafood Restaurant
  Jacksonville Beach, FL
• 09/2019 → 04/2021
  Valley Smoke
  Ponte Vedra Beach, FL
• 05/2019 → 09/2019
  Unemployed
  Ponte Vedra Beach, FL
• 03/2019 → 05/2019
  Aqua Grill
  Ponte Vedra Beach, FL
• 08/2017 → 05/2021
  Ponte Vedra High School
  Ponte Vedra, FL
• 08/2014 → 05/2017
  Landrum Middle School
  Ponte Vedra Beach, FL
• 12/2025 → Present
  Bank Of America, N.A.
  Saint Petersburg, FL

Exams

• S66 Uniform Combined State Law Examination
  2025-11-26
• S65 Uniform Investment Adviser Law Examination
  2025-04-07

Other Names

• Nicholas John Rubino
• Nic John Rubino