Fernando Gonzalez sanchez
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
15 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
15 years in the industry.
- Bank of America, N.A.Jul 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2018 to now
- Phoenix RetailMar 2019 to Nov 2019
- Bill Wright ToyotaAug 2018 to Dec 2018
- Kern CountyFeb 2018 to Jul 2018
- American Safety CompanyOct 2017 to Feb 2018
- Trinity Safely CompanySep 2017 to Oct 2017
- Carmax AutoAug 2017 to Sep 2017
- Sears Holdings CompanyJul 2011 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 8305441
- Firm CRD
- 7691