Eliseo Lopezornelas
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
15 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
15 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2022 to now
- Devry Keller School of ManagementMay 2022 to Feb 2023
- Ameriprise Financial Services LLCSep 2021 to Oct 2022
- Bank of America, N.A.Nov 2018 to Sep 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2018 to Sep 2021
- Easyloop, Inc.Jan 2018 to Nov 2018
- California State University, Dominguez HillsAug 2017 to Aug 2018
- Buildwise, Inc.Sep 2016 to Jan 2018
- Kure Clothing & Acessories, LLC.Jan 2014 to Jan 2017
- StudentJan 2011 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7357210
- Firm CRD
- 7691