Leonel Peraza, financial advisor Coral Gables FL
93 score

Leonel Peraza

CRD Number: 1270217
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Leonel Peraza (CRD# 1270217) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Coral Gables, FL and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America Na Coral Gables, FL Feb 2011 - Current 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Coral Gables, FL Apr 1984 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1984
S65 NASAA Investment Advisors Law Examination Oct 1995
Contact Info for Leonel Peraza
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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