Adviser and broker representative · Merrill Lynch, Pierce, Fenner & Smith Incorporated
Fanny Iraheta
CRD 7028281 · Los Angeles, CA
At a glance
Fanny Iraheta is an investment adviser representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Los Angeles, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Fanny’s SEC record dates to 2019, about 7 years ago. Fanny is also registered as a broker representative.
Current advisory firm
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSince February 2019Los Angeles, CA · $1.78T in regulatory assets
SEC adviser record
- Registered since
- 2019 (7 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Fanny’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.