Elvis Hoxha
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.Feb 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2021 to now
- Assetmark Brokerage, LLCApr 2019 to Nov 2021
- Assetmark Financial, IncApr 2019 to Nov 2021
- Morgan StanleyMay 2018 to Mar 2019
- Morgan Stanley Private Bank, N.A.May 2018 to Mar 2019
- Transamerica Financial Advisors, IncMay 2017 to May 2018
- World Financial Group, Inc.Feb 2017 to May 2017
- Graymont MedicalMar 2015 to Apr 2018
- Smith & NephewMar 2015 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 6364252
- Firm CRD
- 7691