Anibal Miatello
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
1 stateRegistered 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 IncorporatedApr 2022 to now
- JP Morgan Chase Bank, N.A.Feb 2020 to Apr 2022
- JP Morgan Securities, LLCFeb 2020 to Apr 2022
- Wells Fargo AdvisorJan 2020 to Jan 2020
- Wells Fargo Clearing Services, LLCDec 2019 to Jan 2020
- JP Morgan Chase Bank, N.A.May 2016 to Jan 2020
- JP Morgan Securities LLCMay 2016 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (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
- 5724180
- Firm CRD
- 7691