Xavier C Sanchez

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

• 07/2018 → 10/2018
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 10/2014 → 06/2018
  Tempe Park District
  Tempe, AZ
• 09/2017 → 12/2017
  Triyar Entertainment
  Scottsdale, AZ
• 03/2019 → 06/2021
  Securian Financial Services, Inc
  St Paul, MN
• 12/2018 → 06/2021
  Renaissance Financial Corp
  Phoenix, AZ
• 11/2018 → 11/2018
  Unemployed
  Tempe, AZ
• 06/2021 → 08/2026
  Jpmorgan Chase Bank, N.A.
  Chicago, IL
• 07/2021 → 08/2026
  J.P. Morgan Securities Llc
  Chicago, IL
• 07/2018 → 10/2018
  Charles Schwab Bank
  Phoenix, AZ
• 08/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL

Previous Registrations

• 2021-09-09 → 2026-08-21
  J.P. Morgan Securities Llc
  Chicago, IL
  Chicago, IL
• 2019-07-11 → 2021-06-15
  Securian Financial Services, Inc.
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2019-07-03

Other Names

• Xavier Sanchez
• Xavier Christian Sanchez