Gabriel L Sanchez
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Bank of America, N.A.Jul 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2023 to now
- J.P. Morgan Securities LLCJul 2021 to Apr 2023
- JPMorgan Chase Bank, N.A.Jul 2021 to Apr 2023
- Ameriprise Financial Services, LLCFeb 2021 to Jul 2021
- MML Investors Services, LLCOct 2020 to Feb 2021
- Mass Mutual Life Insurance CompanyNov 2019 to Feb 2021
- UnemployedApr 2019 to Oct 2019
- David S Lapine IncSep 2018 to Jan 2019
- Effectus Partners, LLCSep 2018 to Jan 2019
- Finka Table & TapDec 2014 to Mar 2019
- Islas Canarias Grill & BakeryDec 2014 to Mar 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
- 7255256
- Firm CRD
- 7691