Herbert
Medrano

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6400428
Investment Advisor
in Anaheim, CA

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About this Advisor

Herbert Medrano is a financial advisor based in Anaheim, California, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Herbert has previously held positions at Wells Fargo Bank, N.A, Wells Fargo Clearing Services, LLC, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Sole Proprietor, Merrill Lynch, Pierce, Fenner & Smith Inc, and Bank Of America, N.A. Herbert has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Texas. Currently, Herbert is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Anaheim, California. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

945 S Brookhurst St
Anaheim, CA 92804

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,271,593,679,276

CA Average: $7,464,549,021
Total Number of Employees

34,934

CA Average: 88
Total Number of Accounts

2,911,578

CA Average: 3,892
Average Account Size

$436,737

CA Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Herbert Medrano Work History

2022 - Present (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2022 - Present (3 years)

Bank Of America, N.A

2021 - Present (4 years)

Sole Proprietor

2020 - 2021 (1 year)

Jpmorgan Chase Bank, N.A

2020 - 2021 (1 year)

J.P. Morgan Securities LLC

2014 - 2019 (5 years)

Wells Fargo Clearing Services, LLC

2012 - 2020 (8 years)

Wells Fargo Bank, N.A

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Disclosures

Please visit the SEC profile of Herbert Medrano to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

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Scottsdale, AZ
Jonathan Yocum
Saint Paul, MN
Laura Mitts
Atlanta, GA
Joshua Leu
Pasadena, CA
Laura Smith
Washington, DC
Jack Cambon
Redding, CA
Armando Flores
Dallas, TX
Alexander Knapp
Towson, MD

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