Alvaro
Villacres
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Alvaro Villacres is a financial advisor based in Fort Lauderdale, Florida who has 4 years of relevant experience. Villacres is an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at Jack Patterson & Co, Wells Fargo Bank, Wells Fargo Clearing Services, LLC, Wells Fargo Bank Na, Merrill Lynch, Pierce, Fenner & Smith Inc, Adecco and Bank Of America, N.A. Villacres has Series 66 and Series 63 licenses, which qualify them as a securities representative, and is approved to advise clients in Florida and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory business that has its headquarters in New York, NY. The firm has offices in 3,372 locations and a total of 36,687 people on staff. It controls $1 trillion in total assets across its 2,864,234 client accounts, placing it among the largest firms in the nation by assets under management. The firm advises 4,459 charities and foundations. Of its 2,864,234 client accounts, 23% belong to high-net-worth clients who have greater than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc has a number of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fee schedules typically vary depending on which services are provided. However, fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc may include any combination of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,093,689,238,206
36,687
2,864,234
$381,844
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Alvaro Villacres Work History
Alvaro has been registered as a financial advisor for 4 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Wells Fargo Clearing Services, LLC
Wells Fargo Bank Na
Jack Patterson & Co
Adecco
Wells Fargo Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alvaro Villacres 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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