Bruno Valentino Bejarano
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 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
13 years in the industry.
- Bank of America, N.A.Jul 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2026 to now
- Wells Fargo Bank, NAJun 2024 to May 2026
- Wells Fargo Clearing Services, LLCJun 2024 to May 2026
- UnemployedFeb 2024 to Jun 2024
- J.P. Morgan Securities LLCMay 2023 to Feb 2024
- JP Morgan Chase Bank, N.A.May 2023 to Feb 2024
- Machino Cleaners LLCApr 2023 to May 2023
- Bank of AmericaNov 2021 to May 2023
- Kinetic SolarMay 2021 to Nov 2021
- ShopriteJan 2020 to May 2021
- Meat Shoppers SupermarketFeb 2019 to Dec 2019
- Cinnaminson High SchoolSep 2016 to Jun 2020
- UnemployedMay 2013 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 7746717
- Firm CRD
- 7691