Pablo Andres Morantes saa
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Pablo Andres Morantes saa? Claim your profile
Contact this firm
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.Feb 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2025 to now
- LPL Financial LLCJun 2024 to Jan 2025
- Yts Wealth ManagementJun 2024 to Jan 2025
- J.P. Morgan Securities LLCJul 2023 to Jun 2024
- JPMorgan Chase Bank NAJul 2023 to Jun 2024
- New York LifeMar 2023 to Jun 2023
- X-sport FitnessMay 2022 to Feb 2023
- Urban AdventuresMar 2022 to May 2022
- Vida FitnessMar 2022 to May 2022
- Capital FitnessJan 2021 to Mar 2022
- Christopher Newport UniversitySep 2020 to Dec 2020
- Allen MyersApr 2020 to Sep 2020
- Home DepotFeb 2020 to Apr 2020
- Christopher Newport UniversityAug 2019 to Feb 2020
- Piasanos Manassas IncMay 2019 to Aug 2019
- Westminster School and Paul Vi Catholic High SchoolJul 2013 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 7704072
- Firm CRD
- 7691