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Jairo Sotomayor, financial advisor Fort Myers FL

Jairo Sotomayor

CRD Number: 6410028
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jairo Sotomayor (CRD# 6410028) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Myers, FL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Fort Myers, FL Jan 2018 - Current 6
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Myers, FL May 2017 - Current 6
Fifth Third Securities Cape Coral, FL Oct 2014 - May 2017 2
Fifth Third Bank Cape Coral, FL Aug 2013 - May 2017 3
Florida Southwestern College Fort Myers, FL Aug 2009 - May 2017 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2014
S65 NASAA Investment Advisors Law Examination Oct 2017
Contact Info for Jairo Sotomayor
1511 Matthew Dr, Fort Myers, FL 33907
Phone Number: 800-637-7455
Firm Website: http://www.merrilledge.com/guided-investing
Registered State(s):
  • FL
  • TX
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Current Firm Details
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Firm's CRD Number: 7691
One Bryant Park, New York, NY 10036
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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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