Andres Moreno
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.Sep 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2021 to now
- Cantina LouieMay 2020 to now
- Ss&c AdventFeb 2021 to Jun 2021
- AmazonApr 2020 to May 2020
- Brinker - ChilisMar 2020 to Jun 2020
- Tequilas TownSep 2019 to Mar 2020
- SalsasDec 2018 to Sep 2019
- La NopaleraSep 2018 to Dec 2018
- IhopAug 2018 to Dec 2018
- Perschel & MeyerJun 2018 to Jul 2018
- LyftFeb 2018 to Sep 2018
- UberFeb 2018 to Sep 2018
- Papa JohnsJul 2016 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State 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
- 7463444
- Firm CRD
- 7691