April Delgado
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2024 to now
- Laid-off BreakApr 2024 to Aug 2024
- RoverOct 2022 to Jun 2023
- South Texas Surgical HospitalApr 2022 to Apr 2024
- Bay Area HospitalApr 2021 to Apr 2022
- UberJan 2021 to Jun 2021
- Christus HospitalJun 2020 to Jun 2021
- Schlitterbahn - Corpus ChristiMar 2019 to Jun 2020
- Coastal Bend Pain ManagementOct 2018 to Feb 2019
- El Pato RestaurantJan 2018 to Oct 2018
- ZumiezSep 2017 to Jan 2018
- Chuckie CheeseJan 2017 to Sep 2017
- Unemployed - At SchoolJul 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 7977198
- Firm CRD
- 7691