Yonathan M Haile
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2025 to now
- UnemployedMar 2025 to Jul 2025
- Debes MutualAug 2023 to Feb 2025
- UnemployedApr 2023 to Jul 2023
- TIAAOct 2022 to Mar 2023
- TIAA-CREF Individual & Institutional Services, LLCOct 2022 to Mar 2023
- East Valley YamahaJun 2022 to Dec 2023
- UnemployedFeb 2022 to Sep 2022
- The Vanguard Group, Inc.Jul 2021 to Jan 2022
- Vanguard Marketing CorporationJul 2021 to Jan 2022
- UnemployedApr 2020 to Jul 2021
- Connectforce / Top Flight ManagementOct 2018 to Mar 2020
- Wells FargoAug 2018 to Aug 2018
- UnemployedSep 2017 to Oct 2018
- The Vanguard Group, Inc.Apr 2017 to Aug 2017
- Vanguard Marketing CorporationApr 2017 to Aug 2017
- Randstad/charles SchwabApr 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6209662
- Firm CRD
- 7691