Walter Enrique Amoros
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.Jan 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2020 to now
- Employment BreakSep 2019 to Jan 2020
- Hard Rock Cafe InternationalJun 2019 to Apr 2020
- Wa Logistics SolutionsNov 2018 to Aug 2019
- Greenhouse Agency IncJan 2018 to Jul 2020
- Southern Glazers Wine & SpiritsJan 2018 to Nov 2018
- Employment BreakNov 2017 to Dec 2017
- Total Quality LogisticsJul 2017 to Nov 2017
- Marcus EvansOct 2016 to Jul 2017
- Drinkhouse Fire & IceApr 2016 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7217959
- Firm CRD
- 7691