Osvaldo Cabrales
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Bank of America, N.A.Jan 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2025 to now
- High Impact EducationAug 2025 to now
- Southeast Community FoundationFeb 2025 to Apr 2025
- Massmutual Life Insurance CoJan 2025 to Sep 2025
- MML Investors Services, LLCJan 2025 to Sep 2025
- Woodcraft RangersNov 2024 to Feb 2025
- UnemployedOct 2024 to Nov 2024
- HlabJun 2024 to Oct 2024
- Western Asset ManagementJun 2022 to Aug 2022
- YaleAug 2020 to May 2024
- VacationJul 2020 to Aug 2020
- SchoolJun 2014 to Jun 2020
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
- 8026827
- Firm CRD
- 7691