Nicholas Jordan Bahamonde

CRD 5939714 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Saint Petersburg, FL

IA RegisteredBroker

Also appears in the source record as: Nicholas Bahamonde

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): SIESeries 7Series 66
Registered states (1): Florida
Years in the industry (source record): 9
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Firm CRD: 7691
SEC number: 801-14235
Assets under management: $1.8T as of Jun 29, 2026
Website: www.merrilledge.com/GUIDED-INVESTING ↗
Phone: 800-637-7455
Firm location: New York, NY, 10036

Employment history (5)

From the source registration record · current first

Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Saint Petersburg, FL · IA capacity

start not retrieved → present
Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Saint Petersburg, FL · BC capacity

start not retrieved → present
Citi Private Alternatives, LLC
New York, NY · BC capacity

Jun 12, 2019 → Apr 16, 2026
Citigroup Global Markets Inc.
New York, NY · IA capacity

Feb 7, 2017 → Apr 16, 2026
Citigroup Global Markets Inc.
New York, NY · BC capacity

Aug 12, 2016 → Apr 16, 2026

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 5939714 ↗ FINRA BrokerCheck record for CRD 5939714 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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