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Angelina M Day

Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 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

13 years in the industry.

  1. Bank of America, N.A>Aug 2023 to now
  2. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2023 to now
  3. UnemployedSep 2022 to Jun 2023
  4. Bank of AmericaJun 2022 to Aug 2022
  5. Merrill LynchOct 2021 to May 2022
  6. UnemployedSep 2019 to Sep 2021
  7. University of FloridaAug 2019 to May 2023
  8. Southern Home BakeryOct 2017 to Aug 2019
  9. UnemployedJun 2013 to Sep 2017

Exams passed

  • Series 66 · Uniform Combined State Law2023

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
7445417
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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