Gabriel I Sanchez
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
24 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
24 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2026 to now
- J.P. Morgan Securities LLCNov 2025 to Aug 2026
- JPMorgan Chase Bank, N.A.Nov 2025 to Aug 2026
- Massmutual NorthwestFeb 2025 to Nov 2025
- MML Investors Services, LLCDec 2024 to Nov 2025
- H&r Block IncNov 2022 to Nov 2022
- Lullaby RebelSep 2022 to Apr 2025
- Emerald Queen CasinoSep 2021 to Mar 2022
- US NavyAug 2002 to Feb 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7977708
- Firm CRD
- 7691