Julieanie Rodriguez
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Bank of America, N.A.Mar 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2022 to now
- Pawtucket School DistrictFeb 2022 to Oct 2022
- McdonaldsJan 2022 to Feb 2022
- Smart Green SolarNov 2021 to Jan 2022
- UnemployedMar 2021 to Sep 2021
- Amazon WarehouseOct 2019 to Nov 2021
- Community College of RiSep 2019 to May 2021
- Allied UniversalAug 2019 to Feb 2021
- WendysJul 2017 to Jul 2019
- Boys and Girls ClubJul 2017 to Aug 2017
- E-3 AcademySep 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State 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
- 7656231
- Firm CRD
- 7691