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Anthony Luis Collazo

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Phoenix, AZ

Phoenix, AZ

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-25
CA RA APPROVED 2024-11-20
  • TX RA
    APPROVED
    Since 2024-11-25
  • CA RA
    APPROVED
    Since 2024-11-20

Branch Locations

1825 E Buckeye Rd, Phoenix, AZ 85034 • United States

605 E Bell Rd, Phoenix, AZ 85022 • 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
Charles Schwab & Co., Inc Phoenix AZ 09/2021 10/2024
Charles Schwab Bank Ssb Phoenix AZ 09/2021 10/2024
Supreme Consultants Rutherford NJ 01/2017 04/2017
Retro Fitness Belleville NJ 07/2016 05/2017
Berkeley College Woodland Park NJ 06/2014 04/2017
Bank Of America Phoenix AZ 05/2017 09/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated Phoenix AZ 10/2024 Present
Bank Of America, N.A. Phoenix AZ 11/2024 Present
  • 09/2021 → 10/2024
    Charles Schwab & Co., Inc
    Phoenix, AZ
  • 09/2021 → 10/2024
    Charles Schwab Bank Ssb
    Phoenix, AZ
  • 01/2017 → 04/2017
    Supreme Consultants
    Rutherford, NJ
  • 07/2016 → 05/2017
    Retro Fitness
    Belleville, NJ
  • 06/2014 → 04/2017
    Berkeley College
    Woodland Park, NJ
  • 05/2017 → 09/2021
    Bank Of America
    Phoenix, AZ
  • 10/2024 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Phoenix, AZ
  • 11/2024 → Present
    Bank Of America, N.A.
    Phoenix, AZ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-22
S63 Uniform Securities Agent State Law Examination 2022-12-29
  • S65 Uniform Investment Adviser Law Examination
    2024-08-22
  • S63 Uniform Securities Agent State Law Examination
    2022-12-29
Other Names
  • Anthony L Collazo

View on SEC IAPD

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EW ADVISER, LLC · PHOENIX, AZ
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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
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