Jeremiah Figueroa
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.A.Nov 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2024 to now
- Citizens Securities Inc.May 2023 to Nov 2024
- Fidelity Investments LLCJul 2022 to May 2023
- Red Rose PizzaJun 2022 to Jul 2022
- Enterprise Rent A CarJun 2021 to Jul 2021
- Massachusetts College of Liberal ArtsSep 2018 to Jun 2022
- Big Y FoodsJan 2018 to May 2022
- SixflagsMar 2017 to May 2017
- McdonaldsJan 2017 to Jan 2018
- UnemployedOct 2016 to Jan 2017
- High SchoolSep 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (RI, 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
- 7606596
- Firm CRD
- 7691