Ezequiel Marc Freiman
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.
- Bank of America, N.A.Feb 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2026 to now
- UnemployedSep 2025 to Jan 2026
- AmazonAug 2020 to Sep 2025
- UnemployedJun 2020 to Aug 2020
- Forefront Cpa PllcMay 2020 to Jul 2020
- University of Central FloridaSep 2019 to Dec 2020
- AmazonJun 2019 to Sep 2019
- Move & Store LLCJun 2018 to Aug 2018
- Forefront Cpa PllcMar 2017 to Jun 2018
- University of Central FloridaAug 2015 to Jun 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
- 8213479
- Firm CRD
- 7691