Annuar Abud
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.Sep 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2025 to now
- Fisher InvestmentsApr 2025 to Jun 2025
- Trinity Wealth Securities, LLCSep 2024 to Feb 2025
- Florida Financial Advisors dba Texas Financial AdvisorsJul 2024 to Feb 2025
- UnemployedAug 2022 to Jul 2024
- Baker St Pub & GrillJun 2022 to Aug 2022
- Controladora FlamingosJun 2022 to Aug 2022
- UnemployedJun 2014 to Jun 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2024
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
- 7954446
- Firm CRD
- 7691