Allan Dilone rodriguez
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2026 to now
- Florida Atlantic UniversityJan 2025 to now
- Foreside Funds Distributors LLCSep 2024 to Aug 2025
- Polen Capital Management, LLCJun 2024 to Aug 2025
- Northwestern MutualJun 2023 to Aug 2023
- Dabomatic CorporationJan 2021 to Jan 2022
- Wheaton CollegeAug 2020 to May 2024
- UnemployedJan 2016 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7750271
- Firm CRD
- 7691