Simon Luca ricardo Ignat
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Bank of America, N.A.Nov 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2025 to now
- Self Employment - Dj/wedding ServicesSep 2021 to now
- Generationtux/ Gen Tux IncJan 2024 to Feb 2024
- J.P. Morgan Securities LLCJul 2023 to Oct 2025
- JPMorgan Chase Bank, N.A.Jul 2023 to Oct 2025
- Austin Awe LLCJun 2022 to Jan 2023
- Texas Running CompanyDec 2021 to Apr 2022
- Capitol Credit UnionNov 2021 to Aug 2022
- Jos. A. BankAug 2021 to Jan 2022
- Fleet Feet IncorporatedMar 2021 to Aug 2021
- The University of Texas At AustinJan 2021 to May 2023
- Cabela's/bass ProMay 2020 to Jan 2021
- Hofstra UniversityNov 2019 to Oct 2020
- Hofstra University A/v DepartmentAug 2019 to May 2020
- UnemployedJun 2019 to Jul 2019
- UnemployedAug 2018 to Aug 2018
- Frontline Auto SalesMay 2018 to Jul 2018
- Tooele High SchoolAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 7793632
- Firm CRD
- 7691