Srinivasa Mahendra Pokala
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
17 yearsExperience
1 stateRegistered 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.Nov 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2022 to now
- Dallas Area Rapid TransitAug 2022 to now
- Nylife Securities LLCAug 2022 to Oct 2022
- New York Life Insurance CoMay 2022 to Oct 2022
- AflacNov 2021 to May 2022
- Preeminent TechnologiesJan 2021 to May 2022
- Dallas Area Rapid TransitFeb 2020 to May 2022
- Abound Systems IncMay 2005 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7542097
- Firm CRD
- 7691