Antonio Ignacio Romero

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

• 05/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 05/2025 → 05/2025
  Icon Logistics
  Austin, TX
• 01/2025 → 05/2025
  Austin Fc
  Austin, TX
• 05/2022 → 03/2024
  Consultame Llc
  Pflugerville, TX
• 05/2023 → 08/2023
  Stonecrest Partners
  Austin, TX
• 08/2020 → 08/2024
  Texas Tech University
  Lubbock, TX
• 09/2016 → 05/2020
  Westlake Highschool
  Austin, TX
• 08/2024 → 01/2025
  Unemployed
  Austin, TX
• 06/2016 → 09/2016
  Unemployed
  Austin, TX
• 05/2020 → 08/2020
  Unemployed
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2025-08-28

Other Names

• Antonio I Romero