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Haidy Qui lang Collado fung

Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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

12 years in the industry.

  1. Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2024 to now
  2. Towson UniversityAug 2022 to Jul 2024
  3. CredifacilJan 2019 to Aug 2022
  4. SynergiesApr 2017 to Jan 2019
  5. HomemakerJan 2014 to Apr 2017

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (MD, 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
7989056
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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