Yeva Logina
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.Nov 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2023 to now
- Triton Pacific SecuritiesJan 2023 to Oct 2023
- Crump Life Insurance ServicesMar 2021 to Jan 2023
- P.J. Robb Variable Corp.Mar 2021 to Jan 2023
- Capella UniversityDec 2020 to Sep 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2018 to Feb 2021
- Perfect Bar LLCSep 2017 to May 2018
- American Income LifeMay 2017 to Sep 2017
- Discount Auto ExchangeJun 2016 to May 2017
- Bucks County Community CollegeSep 2009 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2023
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
- 6969925
- Firm CRD
- 7691