Gerardo CalderonCRD Number: 6515638
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Gerardo Calderon (CRD# 6515638) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dallas, TX and has over 6 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Bank Of America, N.a.||Fort Worth, TX||Nov 2018 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Fort Worth, TX||Oct 2018 - Current||3|
|Fidelity Brokerage Services LLC||Westlake, TX||Jun 2015 - Oct 2018||3|
|Bank Of America||Southlake, TX||Jun 2014 - Jun 2015||1|
|University Of Texas At Arlington||Arlington, TX||Aug 2008 - Dec 2014||6|
|Chase Bank||Fort Worth, TX||Dec 2012 - Jun 2014||1|
|Randstad Staffing||Fort Worth, TX||Feb 2012 - May 2013||1|
|Pizza Hut||Haltom City, TX||Jun 2006 - Mar 2013||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2015|
|S66||NASAA Uniform Combined State Law Examination||Nov 2018|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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, WY
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