Reinaldo Jorge Alonso-malubay
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2024 to now
- UnemployedDec 2023 to Feb 2024
- Cathay SecuritiesOct 2023 to Dec 2023
- UnemployedFeb 2023 to Oct 2023
- Network 1 Financial Securities, Inc.Feb 2022 to Jan 2023
- UnemployedSep 2021 to Dec 2021
- The Spaventa GroupMay 2021 to Sep 2021
- UnemployedApr 2021 to May 2021
- New York LifeMay 2020 to Apr 2021
- AXA AdvisorsApr 2020 to May 2020
- New York LifeDec 2018 to Apr 2020
- UnemployedMar 2017 to Dec 2018
- Lord & TaylorJun 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4189240
- Firm CRD
- 7691