Wigberto H Astacio
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Bank of America, N.A.Apr 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2023 to now
- MML Investors Services, LLCSep 2022 to Feb 2023
- Massmutual Life Insurance CompanyJul 2022 to Feb 2023
- Edward JonesDec 2021 to Jun 2022
- Principal Securities IncJan 2020 to Jan 2022
- Principal Life InsuranceDec 2019 to Jan 2022
- UnemploymentJul 2019 to Dec 2019
- Ymca Retirement FundJan 2019 to Jun 2019
- Adp Broker Dealer Inc.Mar 2015 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2022
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
- 6281319
- Firm CRD
- 7691