Emilio Stephen Montina
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
4 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.
- Bank of America, N.A.Jul 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2024 to now
- CitigroupAug 2022 to May 2024
- J.P. Morgan Securities LLCFeb 2021 to Jun 2022
- JPMorgan Chase Bank, N.A.Feb 2021 to Jun 2022
- Lifetime AthleticJan 2020 to Feb 2021
- Cetera Investment Services LLCSep 2019 to Nov 2020
- Cetera InvestorsSep 2019 to Nov 2020
- Foresters FinancialJul 2018 to Aug 2019
- Foresters Financial Services, IncJul 2018 to Jun 2019
- UBS FinancialOct 2017 to Jun 2018
- Mvs USAAug 2017 to Oct 2017
- Foresters FinancialDec 2016 to Oct 2017
- Foresters Financial Services, IncDec 2016 to Oct 2017
- Hertz CorporationAug 2016 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 4 states (CA, NJ, NV, 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
- 6732744
- Firm CRD
- 7691