RB
RB

Rkevin Biasbas

27 Years of Experience
Woodinville, WA
BrokerSells Insurance

Rkevin Biasbas is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Woodinville, WA, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.

Loading...

Location

Woodinville, WA

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Rkevin co-owns residential/commercial real estate through B. B Real Estate Holdings CO, LLC, and is a trustee for family trusts related to estate planning and life insurance maintenance. He also co-owns commercial rental property under PATB LLC, is power of attorney for BCB, and co-owns Soul Space Farm, LLC, an organic vegetable and flower farm.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2022 - Present · 3 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2022 - Present · 3 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
UBS Financial Services INC.
December 2021 - June 2022 · 6 mos
UBS Financial Services INC.Broker
October 2021 - June 2022 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2014 - September 2021 · 7 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2014 - September 2021 · 7 yrs 2 mos
Scottrade, INC.Broker
November 2004 - June 2014 · 9 yrs 7 mos
UBS Financial Services INC.
July 2002 - November 2004 · 2 yrs 4 mos
UBS Financial Services INC.Broker
July 2002 - November 2004 · 2 yrs 4 mos
World Group Securities, INC.Broker
April 2002 - July 2002 · 3 mos
Wma Securities, INC.Broker
June 2001 - April 2002 · 10 mos
American Express Financial Advisors INC.Broker
April 2000 - June 2001 · 1 yr 2 mos
Ids Life Insurance CompanyBroker
April 2000 - June 2001 · 1 yr 2 mos
Edward JonesBroker
September 1998 - April 2000 · 1 yr 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.