Cristian Ochoa
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 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
13 years in the industry.
- Bank of America, N.A.Nov 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2022 to now
- UnemployedNov 2021 to Jun 2022
- Sales Partnerships IncMar 2021 to Nov 2021
- UnemployedDec 2020 to Mar 2021
- Sales Partnerships IncNov 2020 to Dec 2020
- UnemployedDec 2019 to Nov 2020
- Enterprise Rent a CarJun 2018 to Dec 2019
- Ganas Auto GroupMar 2018 to Jun 2018
- Rideshare DriverMay 2017 to Mar 2018
- University of Southern CaliforniaJun 2013 to May 2017
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
- 7991674
- Firm CRD
- 7691