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Ana paula sissi Arce herrera

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.

  1. Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2026 to now
  2. Merrill Lynch, Pierce, Fenner & Smith IncoporatedJun 2025 to Aug 2025
  3. Skyward Building ServicesJun 2024 to Aug 2024
  4. University of Illinois At Urbana-champaignJan 2024 to May 2025
  5. Fossil Group IncorporatedDec 2023 to Aug 2024
  6. University of Illinois Urbana-champaignAug 2023 to Jan 2026
  7. NordstromMay 2023 to Jan 2024
  8. College of DupageAug 2022 to Jul 2023
  9. Metea Valley High-schoolAug 2021 to Jul 2022
  10. Waubonsie Valley High-schoolAug 2020 to Jul 2021
  11. Preparatoria Anahuac MexicoAug 2019 to Jul 2020
  12. Robert Bateman Secondary SchoolAug 2018 to Jul 2019
  13. Instituto Rosedal MexicoAug 2015 to Jul 2018

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (IL, 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
8107311
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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