Nichole A Espanol mateo
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2022 to now
- Amazon FlexOct 2022 to now
- Bank of AmericaNov 2022 to Oct 2024
- Altanidia Beauty SuppliedMar 2022 to Nov 2022
- Full Time EducationAug 2020 to Mar 2022
- Altanidia Beauty SuppliesMay 2020 to Aug 2020
- Shaking It Up NutritionJan 2019 to May 2020
- Go PastaSep 2018 to Jan 2019
- MarriotApr 2018 to Sep 2018
- SnookersSep 2017 to Apr 2018
- MacysAug 2017 to Sep 2017
- ChipotleSep 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (RI, 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
- 7991904
- Firm CRD
- 7691