Hideki Martin Morales
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.
- Bank of America, N.A.Aug 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2026 to now
- Massmutual Life Insurance CoJul 2025 to May 2026
- MML Investors Services, LLCSep 2024 to May 2026
- Barnum Financial GroupSep 2024 to Jul 2025
- Via GastrobarDec 2023 to Aug 2024
- Tropical Smoothie CafeApr 2021 to Sep 2021
- Everson Soccer AcademyMar 2020 to Sep 2024
- Southern Connecticut State UniversityAug 2019 to May 2024
- PacsunDec 2016 to Mar 2017
- Bethel High SchoolJul 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7980195
- Firm CRD
- 7691