Gina Janette Munguia-martinez
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Bank of America, N.A.Jan 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2025 to now
- Corban UniversityAug 2025 to now
- Capital Futbol ClubJul 2023 to now
- University of Oregon Recreational CenterMay 2022 to Jun 2023
- UnemployedOct 2021 to May 2022
- Avamere Rehab of EugeneJun 2021 to Oct 2021
- Fedex GroundJun 2020 to Aug 2020
- University of OregonSep 2019 to Jun 2023
- Duck StoreAug 2019 to Feb 2022
- Keizer Chamber of CommerceJun 2019 to Aug 2019
- Croc StoreNov 2018 to Jun 2019
- UnemployedAug 2017 to Jan 2019
- Capital Futbol ClubMar 2014 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 8194082
- Firm CRD
- 7691