Daniela Itzel Arias rojas
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Bank of America N.A.May 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2024 to now
- Wells Fargo Clearing Services, LLCSep 2021 to Feb 2024
- Wells Fargo Bank, NANov 2018 to Feb 2024
- Ozev LLCFeb 2018 to Jan 2020
- Aysu LLCMar 2017 to Feb 2018
- First Convenience BankFeb 2016 to Mar 2017
- El Paso Community CollegeAug 2015 to Mar 2023
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7447453
- Firm CRD
- 7691