Gerardo Calderon, financial advisor Dallas TX

Gerardo Calderon

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Gerardo Calderon
Phone Number: 800-637-7455
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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, WY

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