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Pamela Salazar

Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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

12 years in the industry.

  1. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2023 to now
  2. Idb Capital Corp.Mar 2022 to Jul 2023
  3. Israel Discount Bank of New YorkFeb 2021 to Jul 2023
  4. Florida International UniversityAug 2018 to Jul 2020
  5. CitibankJun 2018 to Feb 2021
  6. SolsticeFeb 2018 to Jun 2018
  7. UnemployedFeb 2018 to Mar 2018
  8. Broward CollegeAug 2016 to Apr 2018
  9. Gap OutletNov 2014 to Feb 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 66 · Uniform Combined State Law2023

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
7523257
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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