Michael Sandoval
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.Jan 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2024 to now
- New York LifeSep 2023 to Oct 2024
- PlankJul 2022 to Oct 2024
- Olive GardenJan 2020 to Jul 2022
- Taco BellJul 2019 to Nov 2019
- RubiosJul 2018 to Aug 2019
- McdonaldsMay 2016 to Jul 2018
- Full Time Education/ Unemployed Due To Age Requirements In CaSep 2014 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7768437
- Firm CRD
- 7691