Walter
Amoros
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Walter Amoros is a financial advisor based out of Melbourne, Florida who has 1 year of relevant experience. Amoros is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Wa Logistics Solutions, Southern Glazers Wine & Spirits, Total Quality Logistics, Marcus Evans, Drinkhouse Fire & Ice, Ovations Food Service, Ortanique On The Mile, Los Ranchos Steakhouse, Employment Break, Hard Rock Cafe International, Greenhouse Agency Inc, University Of South Florida and Bank Of America, N.A. Amoros holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory firm that has its headquarters in New York, NY. The company has offices in 3,372 locations and a total of 36,687 people on staff. It administers $1 trillion in assets under management among its 2,864,234 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 4,459 charities and foundations. Of its 2,864,234 client accounts, 23% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Merrill Lynch, Pierce, Fenner & Smith Inc has a diverse set of services, such as 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 fee schedules largely depend on which services are provided. Fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc most likely include some 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
Walter Amoros Work History
Walter has been registered as a financial advisor for 1 years.*
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Employment Break
Hard Rock Cafe International
Wa Logistics Solutions
Southern Glazers Wine & Spirits
Greenhouse Agency Inc
Total Quality Logistics
Employment Break
Marcus Evans
Drinkhouse Fire & Ice
Employment Break
Ovations Food Service
Ortanique On The Mile
Los Ranchos Steakhouse
Employment Break
Employment Break
University Of South Florida
*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 Walter Amoros 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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