Kristhian Enrique Estrada

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2020 → 06/2020
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 05/2020 → 06/2020
  Suncoast Cu
  Tampa, FL
• 07/2016 → 05/2020
  Suncoast Credit Union
  Tampa, FL
• 08/2018 → 12/2020
  University Of South Florida
  Tampa, FL
• 01/2021 → 06/2021
  Unemployed
  Tampa, FL
• 06/2021 → 04/2022
  Revolution Technologies/Contactor Raymond James
  St. Petersburg, FL
• 04/2022 → 05/2024
  Truist Investment Services, Inc.
  Tampa, FL
• 03/2024 → 05/2024
  Truist Advisory Services, Inc.
  Tampa, FL
• 05/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lakeland, FL
• 06/2024 → Present
  Bank Of America, N.A
  Lakeland, FL

Previous Registrations

• 2024-04-08 → 2024-05-28
  Truist Advisory Services, Inc.
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2023-10-02

Other Names

• Kristhian E Estrada
• Kristhian Estrada
• Kristhian Enrique Estrada Maradiaga