Nader
El Zacuhra Cuadrado

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#7457291
Investment Advisor
in Irving, TX

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About this Advisor

Nader El Zacuhra Cuadrado is a financial advisor based in Irving, Texas, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Nader has previously held positions at Td Ameritrade, Martech Hvac (Self-Employed), La Casa Del Tapicero Y Del Zapatero C.A, Merrill Lynch, Pierce, Fenner & Smith Inc, Universidad De Falcon, Tarrant County College, and Bank Of America, N.A. Nader has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Nader is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Irving, Texas. 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 66, Series 63

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

2706 W Irving Blvd
Irving, TX 75061

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,271,593,679,276

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

34,934

TX Average: 88
Total Number of Accounts

2,911,578

TX Average: 3,892
Average Account Size

$436,737

TX 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

Nader El Zacuhra Cuadrado Work History

2023 - Present (2 years)

Bank Of America, N.A

2022 - Present (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2021 - 2022 (1 year)

Td Ameritrade

2020 - 2022 (2 years)

Tarrant County College

2017 - 2021 (4 years)

Martech Hvac( Self-Employed )

2010 - 2017 (7 years)

La Casa Del Tapicero Y Del Zapatero C.A

2010 - 2015 (5 years)

Universidad De Falcon

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Disclosures

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

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Juan Velazquez
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Alexander Lamont
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Felipe Machado
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Loc Ngo
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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