Evagelos Panagiotis Petrakos
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Bank of America, N.A.Mar 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2025 to now
- Charles Schwab & Co., IncApr 2023 to Feb 2025
- J.P. Morgan Securities LLCSep 2021 to Apr 2023
- JPMorgan Chase Bank, N.A.Sep 2017 to Apr 2023
- Olympic CafeMay 2017 to Sep 2017
- UnemployedJan 2017 to Apr 2017
- UnemployedNov 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
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
- 7452673
- Firm CRD
- 7691