Osniel Del castillo companioni
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 IncorporatedOct 2022 to now
- Sealton CorpMar 2022 to Sep 2022
- Mco EnvironmentalFeb 2022 to Sep 2022
- Sp ParkingSep 2021 to Jan 2022
- UnemployedMay 2021 to Sep 2021
- Miami Dade CollegeJan 2021 to May 2021
- TapeoOct 2019 to Mar 2020
- Miami ManagementFeb 2019 to Jan 2020
- Miami Dade CollegeJun 2018 to Dec 2020
- Winn Dixie/ Se GrocersMar 2017 to May 2018
- Miami Dade High SchoolMar 2015 to May 2018
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
- 8207768
- Firm CRD
- 7691