Ricardo
Chilaca Montes
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Ricardo Chilaca Montes is a financial advisor based in Chandler, Arizona, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Ricardo has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Central Arizona College, First Republic Bank (Randstad Professionals - Assignment), Andrew Osborn - Film Company, The Princeton Review, Wentworth Institute Of Technology, Emerson College, and Bank Of America, N.A. Ricardo has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Ricardo is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Chandler, Arizona. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,271,593,679,276
34,934
2,911,578
$436,737
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Ricardo Chilaca Montes Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Central Arizona College
First Republic Bank (Randstad Professionals - Assignment)
Unemployed - Moved To Az Was Rear-Ended (Physical Therapy)
Emerson College
Andrew Osborn - Film Company
The Princeton Review
Unemployed - Wishing To Transition To Business Consulting
Unemployed - Extended Travel To Nh To Gain Filming Experience
Unemployed - Unable To Secure Full-Time Employment
Wentworth Intitute Of Technology
Disclosures
Please visit the SEC profile of Ricardo Chilaca Montes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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