Brittany Cheyenne Gonzalez
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 yearsExperience
3 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
13 years in the industry.
- Bank of America, N.A.Sep 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2022 to now
- Bank of AmericaApr 2019 to Jul 2022
- First Citizens BankFeb 2019 to Apr 2019
- Regions BankMay 2017 to Feb 2019
- Angela DrywallJun 2015 to May 2017
- Mktg, IncOct 2013 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (GA, NC, 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
- 7604280
- Firm CRD
- 7691