Esteban V Alcantar

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

• 06/2020 → 10/2023
  Bbva Securities Inc.
  Albuquerque, NM
• 02/2020 → 10/2023
  Bbva Usa
  Birmingham, AL
• 04/2019 → 02/2020
  Norther Trust Corporation
  Tempe, AZ
• 11/2016 → 04/2019
  Merrill Lynch, Pierce, Fenner And Smith Incorporated
  Chandler, AZ
• 01/2016 → 11/2016
  Maricopa High School
  Maricopa, AZ
• 06/2020 → 10/2023
  Bbva Wealth Solutions Inc.
  Albuquerque, NM
• 10/2020 → 10/2023
  Bbva Insurance Agency, Inc.
  Austin, TX
• 06/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Albuquerque, NM
• 10/2023 → 06/2024
  Unemployed
  Albuquerque, NM

Previous Registrations

• 2020-06-24 → 2021-06-02
  Pnc Managed Account Solutions, Inc.
  Albuqueque, NM
• 2017-03-15 → 2019-04-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ

Exams

• S66 Uniform Combined State Law Examination
  2026-04-09

Other Names

• Esteban Vidal Alcantar
• Esteban Alcantar
• Esteban V. Alcantar