Isael Luna
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 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2020 to now
- Merrill EdgeJan 2020 to Jul 2020
- Year UpAug 2019 to Jan 2020
- Klein ToolsApr 2018 to Aug 2019
- Ohi ConstructionOct 2017 to Apr 2018
- La BarraJun 2017 to Oct 2017
- Lexus of McgrathJan 2017 to May 2017
- Sears Holding (transform Holdco LLC )Oct 2016 to Jan 2017
- Morton CollegeAug 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 7213859
- Firm CRD
- 7691