Mateo Zoroza larcade
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
3 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Mateo Zoroza larcade? 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
10 years in the industry.
- Bank of America, N.A.Nov 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2024 to now
- Cryo XMay 2024 to Sep 2024
- UnemployedMay 2024 to Sep 2024
- Lou's Bar & GrillFeb 2024 to May 2024
- Tg Administration LLCJan 2024 to Jun 2024
- Ecotron LLCDec 2023 to Jan 2024
- W.L. Gore & AssociatesMay 2023 to Aug 2023
- Centennial Contractors Enterprises Inc.Jun 2022 to Jul 2022
- Bodhi Box LLCFeb 2022 to May 2022
- Arizona LiquidsJan 2022 to Apr 2022
- Arizona State UniversityAug 2020 to May 2024
- UnemployedJun 2020 to Sep 2020
- Jersey Mike's SubsJan 2019 to Apr 2022
- Metropolitan MarketMay 2018 to Nov 2018
- Eastlake High SchoolAug 2017 to Jun 2020
- Eastside Catholic High SchoolAug 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (CA, TX, WA).
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
- 7945600
- Firm CRD
- 7691