Saul Gomez
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2024 to now
- ServproJan 2025 to Nov 2025
- EmploybridgeFeb 2024 to Jun 2025
- UpsNov 2023 to Dec 2023
- Florida Financial Advisors dba Tristate Financial AdvisorsFeb 2023 to Dec 2024
- UnemployedMay 2022 to Feb 2023
- AmazonMay 2021 to Aug 2021
- TargetOct 2020 to Jan 2021
- Bj'sMar 2020 to Oct 2020
- Bj'sJul 2019 to Aug 2019
- Ups Cranbury HubDec 2018 to Jan 2019
- Full-time Education At the Catholic University of AmericaSep 2018 to May 2022
- McdonaldsNov 2016 to May 2018
- Southbrunswick HighschoolSep 2014 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7697829
- Firm CRD
- 7691