Ricardo A Ramirez montiel
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
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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.
- Bank of America, N.A.Jul 2024 to now
- Suny Empire State UniversitySep 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2022 to now
- Space Coast Credit UnionMay 2020 to Feb 2022
- Royal Carrier ServiceJun 2019 to May 2020
- Florida International UniversityMay 2019 to May 2021
- Cacao ExpressMar 2019 to Jun 2019
- Perinola South American Table & BarJun 2018 to Mar 2019
- Miami Dade CollegeMay 2017 to Dec 2018
- El Atlakat At Bird RoadMay 2017 to Jun 2018
- UnemployedNov 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
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
- 7946442
- Firm CRD
- 7691