Rafael Montilla, financial advisor Coral Gables FL
90 score

Rafael Montilla

CRD Number: 5402101
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Rafael Montilla (CRD# 5402101) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Coral Gables, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami, FL Apr 2016 - Current < 1
Bank Of America, N.a. Miami, FL Apr 2016 - Current < 1
Citigroup Miami, FL Apr 2014 - Apr 2016 2
Bb&t Investments Weston, FL Feb 2013 - Apr 2014 1
Wells Fargo Advisors, LLC Coral Gables, FL Aug 2012 - Mar 2013 < 1
Wells Fargo Bank, Na Coral Gables, FL Aug 2012 - Jan 2013 < 1
Morgan Keegan &company Inc. Coral Gables, FL Jun 2011 - Aug 2012 1
Raymond James Coral Gables, FL Jan 2011 - Aug 2012 1
New York Community Bank Coral Gables, FL Aug 2010 - Jun 2011 < 1
Lpl Financial Services Charlotte, NC Apr 2010 - Jun 2011 1
Amtrust Bank Coral Gables, FL Mar 2009 - Aug 2010 1
Advocate Consultant Tampa, FL Mar 2008 - Feb 2009 < 1
Unemployed Tampa, FL Dec 2007 - Mar 2008 < 1
Signator Investors Inc. San Juan, PR Aug 2007 - Dec 2007 < 1
John Hancock Life Insurance Company San Juan, PR Aug 2006 - Dec 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2012
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Rafael I. Montilla
Phone Number: 800-637-7455
Registered State(s):
  • FL
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
90
Clean Record
This advisor has a clean track record with regulators.

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