Oxbow Advisors
47yrs
Top advisor by experience in Austin
11yrs
David Carbone
Financial advisor at Merrill
Based in Austin, Texas, David Carbone is a fiduciary financial advisor with 11 years of industry experience. David joined Merrill in 2019, after two years at Citigroup Global Markets. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 3498 advisors with offices in Austin, and one of 3168 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office607 W 3rd St, Austin, TX 78701
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowMerrillCurrent firm
- 2017 – 2019Citigroup Global Markets Inc.Previously
- Aug 2015 – Jul 2017MerrillPreviously
Contact David
Local office(512) 397-1878Ask for David. (800) 637-7455Main office · New York, NY 607 W 3rd StAustin, TX 78701Office · Get directions
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Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call David’s local office at (512) 397-1878 or the Merrill main office at (800) 637-7455, and ask for David Carbone.
How long has David been a financial advisor?
David has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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