Julia A Agustin
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 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
13 years in the industry.
- Bank of America, N.A.Jun 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2024 to now
- Kopari BeautyJul 2021 to May 2024
- Volt Information SciencesNov 2020 to Apr 2022
- San Elijo Joint Powers AuthorityNov 2020 to Jul 2021
- International Rescue CommitteeSep 2020 to Jul 2021
- Foot Locker, IncJul 2020 to Sep 2020
- N/a (unemployed)May 2020 to Sep 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2018 to Aug 2018
- Just Sushi To GoFeb 2018 to Mar 2020
- San Diego State UniversityAug 2017 to May 2021
- Pleasant Grove High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 6975223
- Firm CRD
- 7691