Michael Estevez
CRD Number: 7499951Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Michael Estevez (CRD# 7499951) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dunnellon, FL and has 1 year of experience in the finance industry.
CRD# 2882852
Pnc Investments
CRD# 3271499
Raymond James & Associates, Inc.
CRD# 6436659
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lady Lake, FL | Jan 2022 - Current | 2 |
| Bank Of America, N.a. | Lady Lake, FL | Jan 2022 - Current | 2 |
| Regions Bank | Ocala, FL | Jul 2021 - Dec 2021 | < 1 |
| Lowes | Ocala, FL | Oct 2021 - Nov 2021 | < 1 |
| Bealls | Ocala, FL | Sep 2021 - Oct 2021 | < 1 |
| First Republic Bank | New York, NY | Jan 2020 - Jul 2021 | 1 |
| Lyft | Yonkers, NY | Nov 2019 - Jan 2020 | < 1 |
| First Republic Bank | New York, NY | Aug 2018 - Nov 2019 | 1 |
| Capital One Bank | Mount Vernon, NY | Nov 2015 - Aug 2018 | 2 |
| Dominican College Of Blauvelt | Orangeburg, NY | Aug 2013 - May 2017 | 3 |
| Compass Group Usa | New York, NY | Sep 2014 - May 2016 | 1 |
| Banana Republic, Gap Inc. | New York, NY | Jun 2014 - Oct 2015 | 1 |
| Dominican College | Orangeburg, NY | Sep 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
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- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
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