Ricardo Chilaca Montes
CRD Number: 6760533Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ricardo Chilaca Montes (CRD# 6760533) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chandler, AZ and has over 6 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Chandler, AZ | Apr 2017 - Current | 7 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler, AZ | Feb 2017 - Current | 7 |
| Central Arizona College | Casa Grande, AZ | Jan 2017 - Feb 2017 | < 1 |
| Unemployed - Moved To Az Was Rear-ended (physical Therapy) | Phoenix, AZ | Aug 2016 - Dec 2016 | < 1 |
| First Republic Bank (randstad Professionals - Assignment) | Boston, MA | Jan 2016 - Jul 2016 | < 1 |
| Emerson College | Boston, MA | Jan 2016 - May 2016 | < 1 |
| Unemployed - Unable To Secure Full-time Employment | Boston, MA | Oct 2015 - Dec 2015 | < 1 |
| Andrew Osborn - Film Company | Tempe, AZ | Oct 2015 - Oct 2015 | < 1 |
| Unemployed - Extended Travel To Nh To Gain Filming Experience | Boston, MA | Jun 2015 - Oct 2015 | < 1 |
| The Princeton Review | Newton Centre, MA | Apr 2015 - Jun 2015 | < 1 |
| Unemployed - Wishing To Transition To Business Consulting | Boston, MA | Jan 2015 - Apr 2015 | < 1 |
| Wentworth Intitute Of Technology | Boston, MA | Feb 2014 - Jan 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2017 |
- CA
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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