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Brianna Michelle Resendez

Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 yearsExperience
1 stateRegistered 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

12 years in the industry.

  1. Bank of America, N.A.May 2026 to now
  2. Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2026 to now
  3. Texas A M UniversityJan 2025 to now
  4. Bank of AmericaJul 2022 to Mar 2026
  5. ZaraJul 2021 to Jul 2022
  6. Amt Auction MarketingAug 2017 to Jul 2020
  7. Art Museum of South TexasAug 2016 to Jul 2020
  8. Office DepotJul 2016 to Oct 2018
  9. Christus Spohn HospitalMar 2015 to Mar 2017
  10. Del Mar CollegeAug 2014 to May 2022

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (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
8245805
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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