Ximena Valenzuela
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Bank of America N.A.May 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2024 to now
- CitigroupJan 2020 to Dec 2023
- UnemployedNov 2019 to Feb 2020
- CitigroupApr 2019 to Nov 2019
- Gluck HoldingsJan 2019 to Mar 2019
- UnemployedAug 2016 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7092828
- Firm CRD
- 7691