Luis
Alvarez

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#7383138
Investment Advisor
in Jacksonville, FL

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About this Advisor

Luis Alvarez is a financial advisor based in Jacksonville, Florida who has 1 year of relevant experience. Alvarez is on the advisory team at Merrill Lynch, Pierce, Fenner & Smith Inc. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Fairwinds Credit Union, Aflac, Perry Region, Uber, Pnc Bank, Bank Of America, Home Depot, Pollo Tropical, Prestige Business Solutions Inc and Ucf. Alvarez holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Florida and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory company that has its headquarters in New York, NY. The company has offices in 3,372 locations and a total of 36,687 employees. It controls $1 trillion in assets under management across its 2,864,234 client accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to 4,459 charitable organizations. Of its 2,864,234 accounts, 23% belong to high-net-worth clients who have at least $1 million in investable assets. The business has a broad array 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 management fees usually vary depending on which services are provided. Fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc may include some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

4800-4804 Deer Lake Dr Me - Consumer Investments Client Services
Jacksonville, FL 32246

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

FL Average: $7,464,549,021
Total Number of Employees

36,687

FL Average: 88
Total Number of Accounts

2,864,234

FL Average: 3,892
Average Account Size

$381,844

FL Average: $1,917,921

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

Luis Alvarez Work History

Luis has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2018 - 2021 (3 years)

Fairwinds Credit Union

2017 - 2018 (1 year)

Aflac, Perry Region

2017 - 2017 (< 1 year)

Prestige Business Solutions Inc

2016 - 2017 (1 year)

Uber

2016 - 2019 (3 years)

Ucf

2015 - 2016 (1 year)

Pnc Bank

2014 - 2015 (1 year)

Bank Of America

2012 - 2014 (2 years)

Home Depot

2011 - 2013 (2 years)

Pollo Tropical

*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 Luis Alvarez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

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Scottsdale, AZ
Sean Kienzle
Chicago, IL
Francis Abella
Napa, CA
Daniel Montesinos
West Jordan, UT
Roger Glasgow
Chevy Chase, MD
Jonathan Cates
Mount Pleasant, SC
Thomas Theodore
Lincoln, RI
William Edgar
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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