Gabriel A Connell
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.Aug 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2022 to now
- TargetSep 2021 to May 2022
- Discount TireJul 2021 to Sep 2021
- WalmartMar 2020 to Jul 2021
- Northern Arizona UniversityAug 2019 to Aug 2020
- Harkins TheatersMay 2019 to Aug 2019
- CulversMay 2019 to Jul 2019
- Northern Arizona UniversityJul 2018 to May 2019
- CulversJan 2017 to Jul 2018
- Joe's Italian IceNov 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7565453
- Firm CRD
- 7691