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David Edgar Nieto

Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
16 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

16 years in the industry.

  1. Bank of America, N.A.Feb 2026 to now
  2. Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2024 to now
  3. UnemployedMar 2024 to Aug 2024
  4. Euro United LLCAug 2022 to Mar 2024
  5. University of Texas At ArlingtonAug 2016 to Dec 2020
  6. Bank of AmericaOct 2010 to Aug 2022

Exams passed

  • 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
7977158
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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