Ivanaida L Maldonado
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2025 to now
- Sage Pain & RecoveryFeb 2025 to Sep 2025
- Irregardless CafeMay 2024 to Sep 2025
- G's Enterprises North CarolinaNov 2023 to Jul 2025
- Northwestern MutualSep 2023 to Nov 2023
- CaptrustMay 2023 to Aug 2023
- North Carolina State University At RaleighAug 2022 to Dec 2024
- Gonza Tacos y TequilaOct 2021 to Dec 2024
- Darden RestaurantsSep 2021 to Nov 2021
- AmazonJun 2021 to Sep 2021
- UnemployedApr 2021 to Jun 2021
- Wake Technical Community CollegeJan 2020 to May 2022
- SheetzApr 2019 to Apr 2021
- West Johnson High SchoolJun 2018 to Apr 2019
- Pizza HutJun 2017 to Jun 2018
- UnemployedJan 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7750241
- Firm CRD
- 7691