Adriane Joya, financial advisor Newport Beach CA
89 score

Adriane Joya

CRD Number: 6224406
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Adriane Joya (CRD# 6224406) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newport Beach, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach, CA Jul 2013 - Current 3
Patriot Risk & Insurance Services Irvine, CA Sep 2010 - Jul 2013 2
University Of California Irvine, Bookstore Irvine, CA Feb 2008 - Sep 2010 2
University Of California, Irvine Irvine, CA Sep 2006 - Jun 2010 3
Foundation On Economic Trends Washington, DC Jun 2008 - Sep 2008 < 1
Forever 21 Newport Beach, CA Jul 2007 - Nov 2007 < 1
Oxnard High School Oxnard, CA Aug 2002 - Sep 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Adriane J. Joya
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
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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