Miguel A Vasquez
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
14 yearsExperience
2 statesRegistered 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
14 years in the industry.
- Bank of America, N.A.Feb 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2024 to now
- Rutgers UniversitySep 2022 to May 2024
- Re/max Tri CountyOct 2020 to Aug 2024
- Vaspro Realty LLCJun 2018 to Aug 2024
- Mercer County Community CollegeJun 2018 to May 2022
- Amtrak National Railroad CorpMar 2014 to May 2018
- United States Marine Corps ReserveAug 2012 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7977159
- Firm CRD
- 7691