Evan Andrew Alvarado
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2025 to now
- TeksystemsAug 2024 to Dec 2025
- Yelp Inc.May 2024 to Jun 2024
- Evolution and Parking GuestApr 2024 to Aug 2024
- UnemployedDec 2023 to Apr 2024
- Pulte GroupMay 2023 to Aug 2023
- Bowden's Carpet CleaningAug 2021 to Aug 2021
- Thee Tree HouseJun 2021 to Oct 2021
- Safeway ParkingMar 2021 to May 2021
- Lowe'sJun 2020 to Sep 2020
- University of South FloridaJun 2019 to Dec 2023
- Clay High SchoolAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8206274
- Firm CRD
- 7691