Oscar A Flores gonzalez
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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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
11 years in the industry.
- Bank of America, N.A.Apr 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2025 to now
- PNC BankFeb 2025 to Feb 2025
- California State University, San BernardinoJul 2023 to Feb 2025
- Planet Fitness - Baseline FitnessJun 2021 to Mar 2025
- Taco Bell - Pstb LLCApr 2021 to Nov 2021
- UnemployedMar 2020 to Apr 2021
- California State UniversitySep 2019 to Mar 2020
- UnemployedMay 2019 to Sep 2019
- College of the DesertAug 2017 to May 2019
- UnemployedJun 2017 to Aug 2017
- Coachella Valley High SchoolApr 2015 to Jun 2017
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
- 8067798
- Firm CRD
- 7691