Allen Cho
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Bank of America, N.A.Jan 2020 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2020 to now
- Modern Market EateryAug 2019 to Jan 2020
- Taiwan AidJun 2019 to Aug 2019
- UnemployedMay 2019 to Jun 2019
- Csg InvestmentsNov 2018 to May 2019
- UnemployedSep 2018 to Nov 2018
- Mother's Milk Bank of AustinAug 2017 to Sep 2018
- University of Texas At AustinAug 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7217961
- Firm CRD
- 7691