Norviel Alvarez
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.A.Dec 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2022 to now
- Jefferies LLCFeb 2022 to Sep 2022
- UnemployedAug 2021 to Feb 2022
- Raymond JamesFeb 2021 to Aug 2021
- Bank of AmericaAug 2020 to Feb 2021
- Ocean BankFeb 2020 to May 2020
- Florida International UniversityJan 2018 to Jul 2021
- Suntrust BankJul 2017 to Feb 2020
- Hialeah High SchoolOct 2014 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7336886
- Firm CRD
- 7691