Carlos Antonio Parra
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.
- Bank of America N.A.Sep 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2023 to now
- Edward JonesMay 2018 to Aug 2023
- UnemployedFeb 2018 to Apr 2018
- Regis CorporationJul 2017 to Jan 2018
- UnemployedJun 2017 to Jul 2017
- Regis CorporationDec 2016 to May 2017
- Shoe Show, Inc.Dec 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (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
- 6946243
- Firm CRD
- 7691