Bruce Zubia

Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated

13 yearsExperience

1 stateRegistered in

$1.8TFirm assets

47 yearsFirm in business

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From SEC records

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeCommissions

These describe the firm as a whole, not only this advisor.

13 years in the industry.

Bank of America, N.A.Jun 2025 to now
Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2025 to now
Shawmut Services LLCOct 2024 to Nov 2024
Wells Fargo Advisors Financial Network, LLCSep 2024 to May 2025
Bank of America, N.A.Nov 2022 to Sep 2024
Merrill Lynch, Pierce, Fenner & Smith IncorporateJul 2022 to Apr 2024
UnemployedJun 2022 to Jun 2022
U.S. Department of StateMar 2022 to May 2022
City of Sunland Park Finance DepartmentFeb 2022 to Apr 2022
UnemployedJan 2022 to Jan 2022
Universidad Pontificia ComillasAug 2021 to Dec 2021
Bank of AmericaJun 2021 to Aug 2021
City of Sunland Park Community Economic Development DepartmentMay 2021 to Aug 2021
UnemployedDec 2020 to Apr 2021
Chad Peterson State Farm AgencySep 2020 to Dec 2020
State Farm Chad Peterson AgencySep 2020 to Nov 2020
U.S. Census BureauAug 2020 to Oct 2020
El Paso Country ClubJul 2020 to Jul 2020
Jack In the BoxJun 2020 to Jul 2020
UnemployedMar 2020 to May 2020
State Farm Chad Peterson AgencyDec 2019 to Feb 2020
UnemployedNov 2019 to Nov 2019
Bbva USAMay 2018 to Oct 2019
UnemployedMar 2018 to Apr 2018
New Mexico State UniversityAug 2017 to May 2022
AlbertsonsAug 2016 to May 2017
WhataburgerDec 2015 to Feb 2018
Alta Vista Early College High SchoolAug 2013 to Feb 2018

Registered as an investment adviser representative in 1 state (TX).

$1.8TAssets managed

1,838,984Clients

25,558Advisers

47 yearsIn business

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.