Uriel Michael Gulich
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
1 stateRegistered 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 IncorporatedJul 2025 to now
- Rutgers UniversitySep 2024 to May 2025
- Merrill LynchJun 2024 to Aug 2024
- Rutgers UniversitySep 2023 to May 2024
- Wells FargoJun 2023 to Aug 2023
- Rutgers UniversitySep 2022 to May 2023
- Adar Educational Technologies LLCJun 2022 to Aug 2022
- Rutgers UniversitySep 2021 to May 2022
- Extended TravelAug 2020 to Jun 2021
- Tabc High SchoolSep 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7790480
- Firm CRD
- 7691