Adan Becerra
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Bank of America, N.A.Nov 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2022 to now
- Tarrant County CollegeMay 2022 to Dec 2023
- Sleep NumberMay 2021 to Oct 2022
- Tempur-pedicMar 2019 to May 2021
- Us. Postal ServiceJan 2019 to Mar 2019
- UspsJan 2019 to Mar 2019
- Farmers InsuranceJul 2018 to Mar 2019
- Express EmploymentFeb 2018 to Jun 2018
- UnemployedDec 2017 to Feb 2018
- The Best IrsMar 2017 to Oct 2017
- 24 Hour FitnessFeb 2017 to Mar 2017
- UnemployedSep 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7991699
- Firm CRD
- 7691