Adrian Maldonado reiley
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
25 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
25 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2022 to now
- Bank of AmericaApr 2022 to Oct 2024
- Lasell UniversityMay 2019 to May 2022
- Sushi Momento (douzo Hospitality)Feb 2019 to Dec 2021
- Newbury CollegeAug 2018 to May 2019
- UnemployedAug 2018 to Feb 2019
- Pepperoni's PizzaAug 2017 to Aug 2018
- UnemployedMar 2017 to Aug 2017
- Burger KingJun 2016 to Mar 2017
- Basho Japanese Brasserie (douzo Hospitality)Dec 2001 to Apr 2022
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
- 7994545
- Firm CRD
- 7691