Martina M Girgis
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 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2024 to now
- Goldman SachsSep 2021 to Jul 2024
- Department of Financial Protection and InnovationJun 2021 to Sep 2021
- California Department of Corrections and RehabilitationFeb 2021 to Jun 2021
- Kaiser PermanenteJan 2021 to Apr 2021
- RandstadJan 2021 to Apr 2021
- Cal State Long BeachAug 2019 to Mar 2021
- Csu Long BeachAug 2019 to Mar 2021
- Orange County Department of EducationMar 2019 to Feb 2021
- British AirwaysOct 2018 to Nov 2019
- Hallmark AviationAug 2017 to Nov 2018
- Huoyen International IncDec 2016 to Jan 2017
- Cal Sate FullertonAug 2016 to Dec 2017
- Csu FullertonAug 2016 to Dec 2017
- Denny'sFeb 2014 to Aug 2017
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
- 7446953
- Firm CRD
- 7691