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Antonio Ignacio Romero

Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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

10 years in the industry.

  1. Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2025 to now
  2. Icon LogisticsMay 2025 to May 2025
  3. Austin FcJan 2025 to May 2025
  4. UnemployedAug 2024 to Jan 2025
  5. Stonecrest PartnersMay 2023 to Aug 2023
  6. Consultame LLCMay 2022 to Mar 2024
  7. Texas Tech UniversityAug 2020 to Aug 2024
  8. UnemployedMay 2020 to Aug 2020
  9. Westlake HighschoolSep 2016 to May 2020

Exams passed

  • Series 66 · Uniform Combined State Law2025

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
8101701
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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