Saul Hernandez, financial advisor Watsonville CA

Saul Hernandez

CRD Number: 6611405
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Saul Hernandez (CRD# 6611405) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Watsonville, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Watsonville, CA Oct 2019 - Current 2
Bank Of America, N.a. Watsonville, CA Oct 2019 - Current 2
Unemployed Salinas, CA Jul 2019 - Oct 2019 < 1
Edward Jones St Louis, MO May 2019 - Jul 2019 < 1
Unemployed Salinas, CA Feb 2019 - May 2019 < 1
First Command Financial Planning, Inc. Fort Worth, TX Jan 2019 - Mar 2019 < 1
First Command Advisory Services, Inc. Fort Worth, TX Jan 2019 - Mar 2019 < 1
First Command Insurance Services, Inc. Fort Worth, TX Jan 2019 - Feb 2019 < 1
First Command Financial Planning, Inc. Fort Worth, TX Nov 2018 - Jan 2019 < 1
Monterey Credit Union Monterey, CA Oct 2018 - Nov 2018 < 1
Jp Morgan Securities LLC Salinas, CA Jan 2016 - Oct 2018 2
Jpmorgan Chase Bank Salinas, CA Jan 2016 - Oct 2018 2
Roman Catholic Bishop Of Monterey Monterey, CA Jun 2016 - Aug 2016 < 1
Seaside Chrysler Dodge Jeep Ram (peninsula Auto Group) Seaside, CA Sep 2015 - Dec 2015 < 1
Cal's Monterey Motors Seaside, CA Sep 2015 - Dec 2015 < 1
Christ The King Church Salinas, CA Mar 2011 - Sep 2015 4
Monterey Peninsula College Monterey, CA Aug 2013 - Jun 2014 < 1
Hartnell College Salinas, CA Aug 2011 - May 2014 2
Spherion Staffing LLC Salinas, CA Mar 2011 - Jun 2013 2
University Of California, Santa Cruz Santa Cruz, CA Jun 2012 - Sep 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2016
S65 NASAA Investment Advisors Law Examination Jan 2019
Contact Info for Saul Hernandez
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
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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