Enrique Fuentes
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.Jul 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2022 to now
- The Northern TrustJul 2020 to May 2022
- UnemployedApr 2020 to Jul 2020
- Sherwin-williamsApr 2019 to Apr 2020
- UnemployedAug 2018 to Apr 2019
- University HousingMar 2018 to Aug 2018
- UnemployedMay 2017 to Mar 2018
- America Reads/america CountsFeb 2017 to May 2017
- University of Illinois At Urbana-champaignJun 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 7565537
- Firm CRD
- 7691