Cesar Martinez
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Bank of America, N.A.Nov 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2021 to now
- UnemploymentMar 2021 to Sep 2021
- LoandepotNov 2020 to Mar 2021
- Bank of AmericaOct 2019 to Dec 2020
- Wells FargoMay 2019 to Oct 2019
- Chandler-gilbert Community CollegeJan 2019 to May 2020
- J.P. Morgan Chase and CoJan 2018 to Dec 2018
- Arizona Central Credit UnionJun 2017 to Aug 2017
- General Dynamics Information TechnologyDec 2016 to Mar 2017
- Phoenix CollegeAug 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7991650
- Firm CRD
- 7691