Vincent Manuel Kvarna
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 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
13 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2025 to now
- Bank of America, N.A.Sep 2022 to now
- The Cheesecake FactoryMay 2021 to Sep 2022
- Renaissance Reno Downtown Hotel & SpaSep 2019 to Mar 2020
- Soho Sushi BurritoJan 2019 to Aug 2019
- University of Nevada RenoAug 2018 to May 2022
- Skyline CollegeAug 2017 to Aug 2018
- Basque Cultural CenterMay 2017 to Mar 2020
- Basque Cultural Center RestaurantMay 2017 to Feb 2020
- Taco BellApr 2017 to Jul 2017
- Terra Nova HighschoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NV, 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
- 8126335
- Firm CRD
- 7691