Kristhian Enrique Estrada
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
8 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
8 years in the industry.
- Bank of America, N.AJun 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2024 to now
- Truist Advisory Services, Inc.Mar 2024 to May 2024
- Truist Investment Services, Inc.Apr 2022 to May 2024
- Revolution Technologies/contactor Raymond JamesJun 2021 to Apr 2022
- UnemployedJan 2021 to Jun 2021
- Cuna Brokerage Services, Inc.May 2020 to Jun 2020
- Suncoast CuMay 2020 to Jun 2020
- University of South FloridaAug 2018 to Dec 2020
- Suncoast Credit UnionJul 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7257301
- Firm CRD
- 7691