Uriel Gonzalez
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.
- Bank of America, N.ADec 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2024 to now
- J.P. Morgan Securities LLCJun 2022 to Aug 2024
- JPMorgan Chase Bank, N.A.Jun 2022 to Jan 2024
- University of PhoenixFeb 2022 to Feb 2024
- Terraboost MediaMay 2020 to Apr 2022
- Mike DitkasFeb 2020 to May 2020
- University of IllinoisAug 2019 to Dec 2020
- Red LobsterJan 2018 to Jun 2021
- Red LobsterOct 2015 to Dec 2016
- ArmyAug 2014 to Aug 2022
- University of MissouriAug 2014 to May 2019
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 (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
- 7595056
- Firm CRD
- 7691