Mina Zhang
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
8 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
8 years in the industry.
- Bank of America, N.A.Sep 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2024 to now
- Ameriprise Financial Services, LLCJun 2024 to Aug 2024
- University of Minnesota - Twin Cities Carlson SchoolSep 2023 to Dec 2023
- Ameriprise Financial Serivces, LLCMay 2023 to Aug 2023
- UnemployedJan 2023 to May 2023
- University of Minnesota - Twin Cities Leadership Minor ProgramSep 2022 to May 2024
- Merrill LynchJul 2022 to Dec 2022
- University of Minnesota - Tc Undergraduate Student GovernmentAug 2021 to May 2024
- UnemployedAug 2021 to Jul 2022
- Bachman's IncJun 2021 to Aug 2021
- Minnesota Minghua Chinese SchoolJun 2021 to Jul 2021
- Wayzata High SchoolJan 2021 to Apr 2021
- University of Minnesota Carlson School of ManagementSep 2020 to May 2024
- UnemployedMay 2020 to Sep 2020
- Wayzata High SchoolSep 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 7595553
- Firm CRD
- 7691