Jo'anthony Raul Conde schmidt
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
1 stateRegistered 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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2025 to now
- Springhill Suites Dallas Dfw Airport South CentreportJun 2024 to Jun 2025
- AldiJan 2024 to Jun 2024
- WalmartJan 2024 to Jan 2024
- Reimer's Milk Production CompanyDec 2022 to Jan 2024
- AmazonSep 2022 to Dec 2022
- Sunrise Wood DesignsFeb 2022 to Sep 2022
- BockholdtJun 2019 to Feb 2022
- Mcdonald'sDec 2018 to Jun 2019
- Publix Super Market At Berkshire CommonsApr 2016 to Dec 2018
- Golden Gate High SchoolAug 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 8126380
- Firm CRD
- 7691