Bryan Torres
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
17 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
17 years in the industry.
- Bank of America, N.A.Mar 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2024 to now
- UBS Financial Services, Inc.Jul 2022 to Mar 2024
- Charles Schwab CorporationApr 2022 to Jul 2022
- Sh Hotels & ResortsMar 2021 to Nov 2021
- Tom James CompanySep 2020 to Feb 2021
- University of Central FloridaAug 2016 to Jul 2020
- Polk State CollegeMay 2012 to Dec 2020
- Publix Super Markets, Inc.Feb 2009 to Apr 2022
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7519967
- Firm CRD
- 7691