Manuel I Magallanes

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

• 10/2016 → 01/2023
  Wells Fargo Bank Na
  Anthony, NM
• 04/2018 → 01/2023
  Wells Fargo Clearing Services Llc
  Anthony, NM
• 10/2015 → 10/2017
  Insta Wireless
  Canutillo, TX
• 01/2023 → 12/2024
  U.S. Bank
  Las Cruces, NM
• 01/2023 → 12/2024
  U.S. Bancorp Investments, Inc.
  Las Cruces, NM
• 03/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  El Paso, TX
• 05/2025 → Present
  Bank Of America, N.A.
  El Paso, TX

Previous Registrations

• 2023-01-23 → 2024-11-20
  U.S. Bancorp Investments, Inc.
  Las Cruces, NM
• 2019-01-03 → 2023-01-26
  Wells Fargo Clearing Services, Llc
  Anthony, NM
  El Paso, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-01-03
• S63 Uniform Securities Agent State Law Examination
  2018-10-22

Other Names

• Manuel Magallanes
• Manuel Ivan Magallanes