Anailsa M Perez-pham
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
14 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
14 years in the industry.
- Bank of America, N.A.Jan 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2025 to now
- Self Employed Notary PublicAug 2022 to Dec 2024
- Wells Fargo Bank, NAJun 2022 to Nov 2025
- Wells Fargo Clearing Services, LLCJun 2022 to Nov 2025
- UnemployedFeb 2022 to Jun 2022
- Wells Fargo Clearing Services LLCJan 2018 to Feb 2022
- Wells Fargo Bank NANov 2017 to Feb 2022
- Wells Fargo Clearing Services LLCNov 2016 to Sep 2017
- Wells Fargo Bank NAJan 2012 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2021
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
- 6732244
- Firm CRD
- 7691