Emilio Alfredo Ramos
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
14 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
14 years in the industry.
- Bank of America, N.A.Sep 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2024 to now
- Ramos Law Group, PllcJun 2012 to now
- Natixis Investment ManagersFeb 2022 to Jul 2024
- Bank of America, N.A.Nov 2019 to Feb 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2019 to Feb 2022
- The Woodlands Financial Services Inc.Jun 2018 to Jul 2018
- Mills Uniform CompanyMay 2017 to Aug 2017
- Austin Community CollegeAug 2016 to Dec 2016
- The University of the SouthAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 7168482
- Firm CRD
- 7691