Oscar Vidal, financial advisor Jersey City NJ
89 score

Oscar Vidal

CRD Number: 6080735
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Oscar Vidal (CRD# 6080735) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jersey City, NJ and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jersey City, NJ Jul 2013 - Current 3
Georgetown University Washington, DC Aug 2011 - May 2013 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jersey City, NJ Jun 2012 - Aug 2012 < 1
Volume Services America New York, NY Apr 2008 - Jul 2011 3
Sato Pharmaceutical Tokyo, Oct 2007 - Feb 2008 < 1
Javeriana University Bogota, Feb 2007 - Sep 2007 < 1
Colpatria Investment Unit Bogota, Jul 2004 - Jan 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Oscar E. Vidal
Phone Number: 800-637-7455
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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