Alma A Zelaya
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.
- Bank of America, N.A.Feb 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2025 to now
- Frost Bank/frost Insurance AgencyJun 2022 to Dec 2025
- University of HoustonJan 2022 to May 2024
- DoordashSep 2020 to Nov 2025
- Lone Star College - University ParkAug 2020 to Dec 2021
- Kendra Scott LLCNov 2019 to Dec 2019
- Ldc FranchisingApr 2019 to Aug 2024
- Lpc PersonnelMar 2019 to Mar 2019
- P.F. Chang'sDec 2018 to Mar 2019
- Lone Star CollegeAug 2018 to Dec 2021
- Chick-fil-aAug 2018 to Dec 2018
- TalentstaffMay 2018 to Aug 2018
- Cypress Creek PersonnelMar 2018 to May 2018
- Chick-fil-aJan 2018 to Mar 2018
- Stephen F. Austin State UniversityAug 2017 to Dec 2017
- Chick-fil-aSep 2016 to Aug 2017
- Cy-fair High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 8206208
- Firm CRD
- 7691