Andres Bayona
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Andres Bayona? Claim your profile
Contact this firm
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2026 to now
- FiservFeb 2026 to Jul 2026
- Gwfs Equities, Inc/empowerMay 2022 to Feb 2026
- JP Morgan Securities LLCDec 2021 to May 2022
- JPMorgan Chase Bank, N.A.Dec 2021 to May 2022
- FiservJun 2021 to Nov 2021
- Bank of AmericaJun 2021 to Jul 2021
- JP Morgan Securities LLCNov 2015 to Jun 2021
- JPMorgan Chase Bank, N.A.Nov 2015 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 6588419
- Firm CRD
- 7691