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Nicholas Jordan Bahamonde

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Saint Petersburg, FL

Savannah, GA

CRD 5939714

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Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-27
  • FL RA
    APPROVED
    Since 2026-05-27

Branch Locations

200 Central Ave, Saint Petersburg, FL 33701 • United States

22 Bull St, Savannah, GA 31401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Petersburg FL 04/2026 Present
Citigroup New York NY 10/2015 04/2026
Previous Registrations
  • 2017-02-07 → 2026-04-16
    Citigroup Global Markets Inc.
    New York, NY
    New York, NY
    New York, NY
    New York, NY
    New York, NY
    New York, NY
    New York, NY
    New York, NY
    Jersey City, NJ
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-03
  • S66 Uniform Combined State Law Examination
    2017-02-03
Other Names
  • Nicholas Bahamonde

View on SEC IAPD

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