Rafael MontillaCRD 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 5 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|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|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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