Vanessa Navarro, financial advisor Pasadena CA

Vanessa Navarro

CRD Number: 6679991
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Vanessa Navarro (CRD# 6679991) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pasadena, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Pasadena, CA Nov 2018 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena, CA Sep 2018 - Current 3
Axa Advisors, LLC New York, NY May 2018 - Sep 2018 < 1
City Of Fontana Fontana, CA Feb 2018 - Sep 2018 < 1
Gap Inc. Ontario, CA Oct 2014 - Feb 2018 3
Roth Capital Partners Newport Beach, CA May 2017 - Jan 2018 < 1
Self-employed Jalisco, Dec 2014 - Jan 2018 3
Edward Jones St Louis, MO Apr 2017 - May 2017 < 1
Roth Capital Partners Newport Beach, CA Nov 2016 - May 2017 < 1
The Vanguard Group, Inc. Scottsdale, AZ Jul 2016 - Sep 2016 < 1
City Of Fontana Fontana, CA Jan 2015 - Jul 2016 1
University Of La Verne La Verne, CA Aug 2011 - Dec 2015 4
Aeropostale Inc. Ontario, CA Oct 2012 - Nov 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2016
S65 NASAA Investment Advisors Law Examination Nov 2018
Contact Info for Vanessa Navarro
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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, WY

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