Santiago Martinez
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Bank of America, N.A.Sep 2021 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2021 to now
- Honours Golf, World Golf VillageJan 2020 to Jun 2021
- Gottlieb and AssociatesSep 2019 to Jan 2020
- Sharkies Bar and Bottle ShopJan 2019 to Apr 2019
- The TavernMay 2018 to Jun 2018
- Maki YakiMar 2018 to May 2018
- Penn State UniversityDec 2014 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7414069
- Firm CRD
- 7691