Joseph Junior Sosa

Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated

11 yearsExperience

2 statesRegistered in

$1.8TFirm assets

47 yearsFirm in business

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From SEC records

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeCommissions

These describe the firm as a whole, not only this advisor.

11 years in the industry.

Registered as an investment adviser representative in 2 states (NJ, TX).

$1.8TAssets managed

1,838,984Clients

25,558Advisers

47 yearsIn business

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.