Nery A Saucedo gonzalez
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.
- Bank of America, N.A.Jun 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2025 to now
- Equitable Advisors, LLCJun 2023 to Mar 2025
- PapaMay 2023 to Dec 2024
- Florida Department of Environmental ProtectionMay 2023 to May 2023
- UnemployedMar 2023 to May 2023
- Stockton Mortgage CorporationSep 2022 to Mar 2023
- Success Mortgage Partners IncJan 2019 to Sep 2022
- Roost Lending IncJun 2017 to Jan 2019
- City of BartowJun 2014 to Jun 2017
Exams passed
- 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
- 7751202
- Firm CRD
- 7691