Pablo Cardoso
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Bank of America N.A.Jul 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2022 to now
- Santander Bank, NAApr 2019 to Jul 2022
- Santander Securities, LLCApr 2019 to Jul 2022
- UnemployedDec 2018 to Apr 2019
- JP Morgan Securities LLCFeb 2017 to Dec 2018
- JPMorgan Chase BankFeb 2017 to Dec 2018
- PNC BankApr 2016 to Feb 2017
- PNC InvestmentsApr 2016 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 4576880
- Firm CRD
- 7691