Oscar A Alcala
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
9 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
9 years in the industry.
- Bank of America, N.A.Nov 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2024 to now
- Gro Enterprises LLCSep 2019 to now
- Charter CommunicationsApr 2024 to Aug 2024
- AdtJul 2023 to Oct 2023
- New York LifeSep 2021 to Nov 2022
- Target CorporationDec 2020 to Apr 2021
- Saf Keep StorageAug 2017 to Jan 2020
- Coca-cola RefreshmentsAug 2016 to Aug 2017
- Hartnell CollegeJun 2016 to Dec 2016
- Special Kids ConnectNov 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7454577
- Firm CRD
- 7691