Susana Guerra MandesCRD Number: 7089292
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Susana Guerra Mandes (CRD# 7089292) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Myers, FL and has over 3 years of experience in the finance industry.
Advanced Investment Management LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Truist Advisory Services, Inc.
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Cape Coral, FL||Aug 2016 - Current||6|
|Bank Of America, N.a.||Cape Coral, FL||Aug 2016 - Current||6|
|Unemployed||Cape Coral, FL||Jun 2016 - Aug 2016||< 1|
|Adp, LLC||Fort Myers, FL||May 2016 - Jun 2016||< 1|
|Hospital Physicians Partners||Hollywood, FL||Nov 2014 - May 2016||1|
|Florida International University||Miami, FL||May 2009 - Dec 2014||5|
|Loews Miami Beach Hotel||Miami Beach, FL||Jan 2014 - Nov 2014||< 1|
|Sls South Beach Hotel||Miami Beach, FL||May 2013 - Jan 2014||< 1|
|Miami Beach Loews Hotel||Miami Beach, FL||Mar 2011 - Apr 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2019|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- 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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