Miguel
Carrillo
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Miguel Carrillo is a financial advisor based in New York, New York, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Miguel has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Fifth Third Bank, The Judge Group, The Federal Savings Bank, Luna Security, Depaul University, Best Buy, Whataburger, Westfield High School, and Lego Brand Retail. Miguel has passed the Series 66 regulatory exam and is registered to provide services in Illinois and Texas. Currently, Miguel is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of New York, New York. 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
Miguel Carrillo Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Fifth Third Bank
The Judge Group
The Federal Savings Bank
Best Buy
Depaul University
Lego Brand Retail
Luna Security
Depaul University
Whataburger
Westfield High School
Disclosures
Please visit the SEC profile of Miguel Carrillo 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
Scottsdale, AZ
Walnut Creek, CA
Hunt Valley, MD
San Jose, CA
Lincoln, RI
Phoenix, AZ
Wichita, KS
Bridgeport, WV
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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.
