Evelyn A Abraham lopez
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Evelyn A Abraham lopez? 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
11 years in the industry.
- Bank of America, N.A.Apr 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2026 to now
- The Vanguard Group, Inc.Oct 2024 to Dec 2025
- UnemployedJun 2024 to Oct 2024
- Milam's MarketJan 2024 to Jun 2024
- Chewonki Foundation IncMay 2023 to Aug 2023
- University of MiamiAug 2021 to Sep 2024
- Fl Waves Beachwear LLCJun 2020 to Aug 2020
- State University of New York At New PaltzAug 2019 to May 2021
- Garan Inc.Jun 2019 to Aug 2022
- Camp RamaquoisJun 2017 to Aug 2023
- Harvest Collegiate High SchoolSep 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7973298
- Firm CRD
- 7691