Ruben Blaya-leyva
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
5 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
5 years in the industry.
- Bank of America, N.A.Nov 2017 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2017 to now
- JP Morgan Chase BankMay 2017 to Nov 2017
- JP Morgan Securities, LLCMay 2017 to Nov 2017
- Northwestern Mutual Investment Services LLCAug 2016 to May 2017
- Northwestern Mutual Life Insurance CompanyAug 2016 to May 2017
- Bahama BreezeJun 2012 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
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
- 6682135
- Firm CRD
- 7691