Carlos Enrique Benites
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Bank of America, N.A.Nov 2019 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2019 to now
- UberSep 2019 to Mar 2020
- Veracity WindowsApr 2019 to Nov 2019
- Marcus & MillichapJan 2019 to Oct 2019
- Papa John'sDec 2018 to Apr 2019
- Mueller CommercialJul 2018 to Dec 2018
- Sacramento State UniversityJul 2017 to Dec 2018
- OjiyaSep 2016 to Jul 2017
- Citrus CollegeFeb 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7199723
- Firm CRD
- 7691