Diego Bonilla (CRD# 7191626) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte Amalie, VI and has over 2 years of experience in the finance industry.
CRD# 6386365
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2310403
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4606624
Acsb Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami, FL | Oct 2019 - Current | 4 |
| Ie Business School | Madrid, | Aug 2018 - Sep 2019 | 1 |
| Bank Of America | Boston, MA | Jun 2017 - Jul 2018 | 1 |
| University Of Vermont | Burlington, MA | Aug 2013 - May 2017 | 3 |
| State Street | Boston, MA | Jun 2016 - Jul 2016 | < 1 |
| University Of Vermont | Burlington, VT | Mar 2016 - Jun 2016 | < 1 |
| Nuharbor Security | Burlington, VT | Jun 2015 - Mar 2016 | < 1 |
| University Of Vermont | Burlington, VT | Aug 2013 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
- FL
- TX
- VI
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
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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