Erivan Jose Carrascoza
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2026 to now
- Year UpMar 2025 to Jan 2026
- The Home DepotMay 2024 to Jul 2025
- New England Institute of TechnologyOct 2023 to Apr 2024
- Price RiteJun 2023 to Jul 2024
- Tourtellot & CoJun 2023 to Mar 2024
- Paul Cuffee High SchoolAug 2019 to Jun 2023
- Nathanael Greene Middle SchoolSep 2016 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (RI, 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
- 8117626
- Firm CRD
- 7691