Sofia Alexandra Aviles

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Portfolio management
• Pension consulting
• Seminars and workshops

Experience

13 years in the industry.

1. Bank of America, N.A.Jun 2024 to now
2. Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2024 to now
3. UnemployedJan 2024 to Apr 2024
4. Florida High School Athletic AssociationOct 2022 to Feb 2023
5. Florida International UniversityAug 2022 to Aug 2023
6. Florida Soccer RefereesJan 2022 to Dec 2023
7. Banco SantanderSep 2020 to Jul 2022
8. Northwestern MutualSep 2020 to Sep 2020
9. Florida High School Athletic AssociationOct 2019 to Feb 2020
10. Florida International University Office of Family ProgramsSep 2019 to Sep 2020
11. Florida High School Athletic AssociationOct 2018 to Feb 2019
12. Florida International University Office of Family ProgramsSep 2018 to Aug 2019
13. Florida Soccer RefereesJan 2018 to Dec 2019
14. Florida International University Office of Family ProgramsJan 2018 to Aug 2018
15. Florida High School Athletic AssociationOct 2017 to Feb 2018
16. Florida International UniversityAug 2017 to Apr 2021
17. Alexander Montessori SchoolJul 2017 to Aug 2017
18. Florida Soccer RefereesJan 2015 to Dec 2016
19. Terra Environmental Research InstituteAug 2013 to Jun 2017

Exams passed

• Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 2 states (FL, TX).

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD

7288881

Firm CRD

7691