Joao Victor Simao de oliveira
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
1 stateRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Joao Victor Simao de oliveira? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2026 to now
- Morgan StanleyJun 2024 to Sep 2026
- Bradesco BankAug 2021 to Jun 2024
- Florida International UniversitySep 2019 to Dec 2021
- Florida Atlantic UniversityJan 2019 to Aug 2019
- Banco Do Brasil, S.A.Jan 2017 to Aug 2021
- Soho Experiential LLCNov 2016 to Dec 2016
- Asa CollegeJan 2016 to Nov 2016
- Unilatina International CollegeJul 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
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
- 7446624
- Firm CRD
- 7691