Esteban V Alcantar
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 IncorporatedJun 2024 to now
- UnemployedOct 2023 to Jun 2024
- Bbva Insurance Agency, Inc.Oct 2020 to Oct 2023
- Bbva Securities Inc.Jun 2020 to Oct 2023
- Bbva Wealth Solutions Inc.Jun 2020 to Oct 2023
- Bbva USAFeb 2020 to Oct 2023
- Norther Trust CorporationApr 2019 to Feb 2020
- Merrill Lynch, Pierce, Fenner and Smith IncorporatedNov 2016 to Apr 2019
- Maricopa High SchoolJan 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NM, 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
- 6728009
- Firm CRD
- 7691