Brandon Mendoza
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Brandon Mendoza? Claim your profile
Contact this firm
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.Jul 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2024 to now
- State FarmMar 2024 to May 2024
- New York LifeSep 2023 to Feb 2024
- TargetNov 2022 to Nov 2023
- Cheesecake FactorySep 2020 to Nov 2022
- Unc Public SafetyDec 2019 to Sep 2020
- Unc Chapel HillAug 2019 to May 2024
- UnemployedJul 2019 to Dec 2019
- Chick-fil-aDec 2018 to Jul 2019
- UnemployedApr 2014 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7789643
- Firm CRD
- 7691