Xavier C Sanchez
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 yearsExperience
1 stateRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Xavier C Sanchez? Claim your profile
Contact this firm
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
12 years in the industry.
- Bank of America, N.A.Sep 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2026 to now
- J.P. Morgan Securities LLCJul 2021 to Aug 2026
- JPMorgan Chase Bank, N.A.Jun 2021 to Aug 2026
- Securian Financial Services, IncMar 2019 to Jun 2021
- Renaissance Financial CorpDec 2018 to Jun 2021
- UnemployedNov 2018 to Nov 2018
- Charles Schwab & Co., Inc.Jul 2018 to Oct 2018
- Charles Schwab BankJul 2018 to Oct 2018
- Triyar EntertainmentSep 2017 to Dec 2017
- Tempe Park DistrictOct 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 6990190
- Firm CRD
- 7691