Alfredo
Negrete-Abreu

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#7239396
Investment Advisor
in Jacksonville, FL

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About this Advisor

Alfredo Negrete-Abreu is a financial advisor based in Jacksonville, Florida, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Alfredo has previously held positions at organizations including Lake Hickory Country Club, Finish Line, Everett Chevrolett, Merchants Distributors Inc, Nolan Transportation Group, Wells Fargo, Amazon, General Nutrition Company, Wade Hampton Golf Club, Door Dash, Uber Technologies, Fisher Investments, Soccer Shots, Ubs Financial Services, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Randstad, Abc Phones Of Nc, Wireless Repair Centers Of America, Cnb Group Enterprises, Foot Locker, Turo, Western Carolina University, and Bank Of America, N.A. Alfredo has passed the Series 66 regulatory exam and is registered to provide services in North Carolina and Texas. Currently, Alfredo is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Jacksonville, Florida. The firm has 3,779 offices and 33,689 employees. The firm manages assets totaling $1.5 trillion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

4800-4804 Deer Lake Dr Ci Relationship Management
Jacksonville, FL 32246

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,511,090,925,436

FL Average: $7,464,549,021
Total Number of Employees

33,689

FL Average: 88
Total Number of Accounts

3,085,811

FL Average: 3,892
Average Account Size

$489,690

FL Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Alfredo Negrete-Abreu Work History

2025 - Present (0 year)

Door Dash

2025 - Present (0 year)

Uber Technologies

2025 - Present (0 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2025 - Present (0 year)

Turo

2025 - Present (0 year)

Bank Of America, N.A

2024 - Present (1 year)

Ubs Financial Services, Inc

2023 - 2023 (< 1 year)

Soccer Shots

2022 - 2022 (< 1 year)

Cnb Group Enterprises

2021 - 2022 (1 year)

Amazon

2020 - 2020 (< 1 year)

Wells Fargo

2020 - 2024 (4 years)

Fisher Investments

2019 - 2020 (1 year)

Nolan Transportation Group

2019 - 2020 (1 year)

Randstad

2018 - 2019 (1 year)

Wade Hampton Golf Club

2018 - 2020 (2 years)

Western Carolina University

2017 - 2020 (3 years)

Merchants Distributors Inc

2016 - 2016 (< 1 year)

Finish Line

2016 - 2017 (1 year)

Everett Chevrolett

2016 - 2018 (2 years)

General Nutrition Company

2016 - 2017 (1 year)

Abc Phones Of Nc

2015 - 2015 (< 1 year)

Wireless Repair Centers Of America

2015 - 2015 (< 1 year)

Foot Locker

2014 - 2020 (6 years)

Lake Hickory Country Club

Disclosures

Please visit the SEC profile of Alfredo Negrete-Abreu to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

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Scottsdale, AZ
Dylan Lang
Scottsdale, AZ
Logan Laduke
Birmingham, AL
John Edelman
New York, NY
David Benavidez
San Francisco, CA
Rachel Rudd
Wayzata, MN
Christopher Jablonsky
Chicago, IL
George Christo-Baker
Chicago, IL

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