Gabriella Maria Stevens
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Gabriella Maria Stevens? Claim your profile
Contact this firm
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
12 years in the industry.
- Bank of America N.A.Apr 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2023 to now
- Maripau Wealth Management LLCJun 2021 to Mar 2023
- Senior Benefits and Planning, LLC (d/b/a Collier Financial)Jun 2021 to Mar 2023
- Securian Financial Advisors of the Great LakesJan 2021 to Jun 2021
- UnemployedAug 2019 to Dec 2020
- Katie RutkowskiApr 2019 to Dec 2020
- Grand Valley State UniversityAug 2014 to Apr 2018
- Grand Valley Womens Soccer Summer CampsJul 2014 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 7218981
- Firm CRD
- 7691