Fatima
Munoz Huerta
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Fatima Munoz Huerta is a financial advisor who works out of Las Vegas, Nevada who has 4 years of industry experience. Munoz Huerta is an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, Munoz Huerta has held roles at Jp Morgan Securities LLC, Jpmorgan Chase Bank, Wells Fargo, Mcdonalds, Wells Fargo Bank, Na, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Bank Of America N.A and Merrill Lynch, Pierce, Fenner & Smith Inc. Munoz Huerta holds Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to operate in California, Nevada and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory company headquartered in New York, NY. The investment advisory business has offices in 3,372 locations and a total of 36,687 employees. It administers $1 trillion in total assets between its 2,864,234 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 4,459 charities and foundations. Of its 2,864,234 accounts, 23% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Merrill Lynch, Pierce, Fenner & Smith Inc offers a wide array of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors usually are based on which service is offered. Fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc likely are comprised of any blend of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1,093,689,238,206
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
36,687
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
2,864,234
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$381,844
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Fatima Munoz Huerta Work History
Fatima has been registered as a financial advisor for 4 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America N.A
Wells Fargo Clearing Services, LLC
Jp Morgan Securities LLC
Jpmorgan Chase Bank
Wells Fargo Bank, Na
Wells Fargo Advisors, LLC
Wells Fargo
Mcdonalds
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Fatima Munoz Huerta 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
Scottsdale, AZ
Westlake, OH
Vienna, VA
Newport Beach, CA
Austin, TX
Towson, MD
Newport Beach, CA
Stuart, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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