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Antonina Sabelnik

Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
1 stateRegistered 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

11 years in the industry.

  1. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2024 to now
  2. CitigroupJan 2020 to Jun 2024
  3. J.P. Morgan Securities LLCAug 2018 to Jan 2020
  4. JPMorgan Chase Bank, N.A.Aug 2018 to Jan 2020
  5. Santander Bank NAJan 2018 to Aug 2018
  6. Santander Securities LLCJan 2018 to Aug 2018
  7. Maximus (randstand)Oct 2017 to Dec 2017
  8. Hart AgencyMay 2017 to Dec 2017
  9. Baruch College/cunyJan 2015 to May 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2018
  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 1 state (NJ).

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
6898863
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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