Villedo Jr Rios
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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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
13 years in the industry.
- Bank of America, N.A.Nov 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2025 to now
- Southern New Hampshire UniversityOct 2023 to now
- Fidelity InvestmentsMay 2022 to Jul 2025
- TD AmeritradeJul 2021 to Nov 2021
- County of Orange, CaApr 2017 to Jun 2017
- G4s Secure Solutions USA IncAug 2014 to Aug 2023
- Fulleton CollegeJan 2014 to Aug 2018
- United States Marine CorpsApr 2013 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 7412569
- Firm CRD
- 7691