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Clara Silva

Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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

10 years in the industry.

  1. Bank of America, N.A.Jul 2026 to now
  2. Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2026 to now
  3. Fidelity InvestmentsSep 2025 to May 2026
  4. Gimenez-bell InvestmentsJan 2025 to Jun 2026
  5. UnemployedAug 2023 to Sep 2025
  6. Table MercatoJun 2023 to Aug 2023
  7. Florentine CafeOct 2022 to Jan 2023
  8. Suffolk UniversitySep 2021 to Dec 2023
  9. Modern Pastry ShopSep 2021 to Jul 2023
  10. UnemployedDec 2020 to Sep 2021
  11. Laboratorios Kemex S.ASep 2020 to Dec 2020
  12. Universidad De Buenos AiresFeb 2020 to Aug 2021
  13. Real Estate Assistant / Sg Ventas PilarMay 2018 to Aug 2021
  14. St. Matthews College NorthJan 2016 to Dec 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2026
  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (RI, 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
8215660
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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