Best Investors Account Sign in

Irving Estevez

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Roselle, NJ

Claim This Profile
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-09
NJ RA APPROVED 2026-01-06
  • TX RA
    APPROVED
    Since 2026-01-09
  • NJ RA
    APPROVED
    Since 2026-01-06

Branch Locations

105 E 4Th Ave, Roselle, NJ 07203 • 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 Fort Lee NJ 07/2025 Present
Walgreens Teaneck NJ 02/2008 01/2018
Walgreens Teaneck NJ 11/2020 09/2023
Bank Of America, National Association Teterboro NJ 10/2014 07/2025
Bank Of America, N.A. Fort Lee NJ 09/2025 Present
  • 07/2025 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Fort Lee, NJ
  • 02/2008 → 01/2018
    Walgreens
    Teaneck, NJ
  • 11/2020 → 09/2023
    Walgreens
    Teaneck, NJ
  • 10/2014 → 07/2025
    Bank Of America, National Association
    Teterboro, NJ
  • 09/2025 → Present
    Bank Of America, N.A.
    Fort Lee, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-06
  • S66 Uniform Combined State Law Examination
    2026-01-06

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
SANTANDER SECURITIES LLC
QUIQ CAPITAL LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
FIDELIS INVESTORS, LLC
OTR GLOBAL LLC
CITIZENS SECURITIES, INC.

Other Investors

AMIN BRENT ANTOINE
ANTHONY MICHAEL CALABRESE
LUIS R. DACOSTA
Gyssel Materon Arboleda
Simone B Ibarrondo
Lorena Alejandra Wehle
Kevin Jay Cave
Richard Echevarria

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Roselle, NJ
LPL FINANCIAL LLC · UNION, NJ
SANTANDER SECURITIES LLC · Union, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · UNION, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LINDEN, NJ
QUIQ CAPITAL LLC · UNION, NJ
SANTANDER SECURITIES LLC · LINDEN, NJ
TRANSAMERICA FINANCIAL ADVISORS, LLC · CRANFORD, NJ

More in Roselle, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor