Gabrielle Opiekun
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
3 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.Dec 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2020 to now
- Amego IncFeb 2019 to Sep 2019
- Rhode Island CollegeJan 2018 to May 2020
- Cvs HealthAug 2017 to Aug 2018
- Tempus UnlimitedJun 2017 to Sep 2017
- University of Rhode IslandMay 2017 to Dec 2017
- University of Kansas DiningJan 2017 to May 2017
- University of KansasAug 2016 to May 2017
- Cinema WorldJun 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (CT, RI, 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
- 7253202
- Firm CRD
- 7691