Susana Martin ortega
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.Oct 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2025 to now
- Sunshine Animal HospitalJan 2025 to Jun 2025
- Florida International UniversityJan 2024 to Dec 2024
- Vivex BiologicsAug 2022 to Dec 2023
- Trion SolutionsApr 2022 to Aug 2022
- Huntington Learning CenterJan 2022 to Apr 2022
- Sunshine Animal HospitalMay 2021 to Jan 2022
- Sawgrass Veterinary CenterApr 2021 to May 2021
- Caring Hands Animal HospitalAug 2020 to Mar 2021
- UnemployedApr 2020 to Aug 2020
- Doral Animal Medical CenterJul 2019 to Aug 2019
- America ReadsJan 2017 to Apr 2020
- Florida International UniversityAug 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 8126355
- Firm CRD
- 7691