Moises Ismael Ramirez
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.
- Bank of America, N.A.Jun 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2022 to now
- Capstone LogisticsJun 2022 to Jul 2022
- UnemployedMar 2022 to May 2022
- AmazonNov 2021 to Feb 2022
- UnemployedApr 2021 to Oct 2021
- 1948 ManagementJan 2021 to Mar 2021
- AmazonMay 2020 to Dec 2020
- UnemployedAug 2019 to Apr 2020
- Door DashJan 2019 to Jul 2019
- UnemployedJun 2018 to Dec 2018
- Chase BankMar 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
- 8101889
- Firm CRD
- 7691