Sangeeth Jetty
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 IncorporatedJul 2025 to now
- YuproApr 2025 to Jul 2025
- Year Up UnitedOct 2024 to Apr 2025
- UnemployedJul 2024 to Oct 2024
- WalmartMay 2024 to Jul 2024
- Shake ShackApr 2024 to May 2024
- UnemployedJan 2024 to Apr 2024
- Summit Delivery SolutionsOct 2023 to Dec 2023
- Gammz Logistics LLCSep 2021 to Oct 2021
- JmartJul 2021 to Jan 2024
- Santander BankJan 2019 to Jul 2021
- Tps Group HoldingsAug 2018 to Oct 2018
- UnemployedJun 2018 to Jan 2019
- Seekonk Grand PrixJun 2016 to Jun 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
- 8023431
- Firm CRD
- 7691