Adviser and broker representative · Merrill Lynch, Pierce, Fenner & Smith Incorporated
Karla M. Calcano Jimenez
CRD 8126574 · Arlington, VA
At a glance
Karla M. Calcano Jimenez is an investment adviser representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Arlington, VA, according to the SEC’s Investment Adviser Public Disclosure records. Karla is also registered as a broker representative.
Current advisory firm
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSince January 2026Arlington, VA · $1.78T in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Karla’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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.
More at Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Grace R. BorgerArlington
- Andrew C. FrasconeArlington
- Sydney JonesArlington
- Alem B. LakewArlington
- Edgardo L. Oliveros ChavezArlington
- Alan S. PhillipsArlington
- Jonathan SaavedraArlington
- Edwin L. SalazarArlington
Every advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated →Merrill Lynch, Pierce, Fenner & Smith Incorporated: assets, clients and custodians →Merrill news, moves and payouts →Financial advisors in Arlington, VA →Every Merrill Lynch, Pierce, Fenner & Smith Incorporated advisor in Arlington →Advisor Moves: who changed firms this week →